Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,679 | $50,820+133.5% | $155,567-23.7% | $77,671+52.8% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 11.92% | 34.85%-22.9pp | 64.74%-52.8pp | 31.21%-19.3pp |
| Employer contribution / active EE | $5,915 | $1,993+196.8% | $4,674+26.6% | $2,726+117.0% |
| Participant deferral / active EE | $6,767 | $2,823+139.7% | $5,628+20.2% | $4,648+45.6% |
| Admin fee / account holder | $74 | $436-83.1% | $15,916-99.5% | $430-82.9% |