See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,949 | $58,879+132.6% | $178,490-23.3% | $73,488+86.4% |
| Participation rate | 97.9% | 66.2%+31.6pp | 81.9%+15.9pp | 70.7%+27.2pp |
| Annual return | 14.59% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $5,660 | $2,236+153.1% | $5,011+13.0% | $2,270+149.3% |
| Participant deferral / active EE | $4,259 | $2,567+65.9% | $5,202-18.1% | $3,740+13.9% |
| Admin fee / account holder | $42 | $400-89.4% | $13,984-99.7% | $513-91.7% |