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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,001 | $50,815+187.3% | $155,509-6.1% | $77,643+88.0% |
| Participation rate | 94.6% | 63.1%+31.5pp | 78.2%+16.5pp | 70.6%+24.1pp |
| Annual return | 15.51% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.7pp |
| Employer contribution / active EE | $5,475 | $1,993+174.7% | $4,672+17.2% | $2,726+100.8% |
| Participant deferral / active EE | $3,556 | $2,822+26.0% | $5,626-36.8% | $4,647-23.5% |
| Admin fee / account holder | $33 | $437-92.3% | $15,912-99.8% | $430-92.2% |