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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,147 | $64,119+159.1% | $112,228+48.0% | $66,914+148.3% |
| Participation rate | 99.5% | 68.5%+31.1pp | 75.1%+24.5pp | 69.8%+29.7pp |
| Annual return | -18.03% | -13.81%-4.2pp | 27.45%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,206 | $3,005+6.7% | $3,635-11.8% | $2,544+26.0% |
| Participant deferral / active EE | $9,242 | $3,693+150.2% | $4,728+95.5% | $4,237+118.1% |
| Admin fee / account holder | $12 | $625-98.0% | $6,410-99.8% | $593-97.9% |