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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,943 | $76,670+175.1% | $96,683+118.2% | $71,457+195.2% |
| Participation rate | 98.4% | 66.6%+31.8pp | 74.3%+24.1pp | 67.9%+30.5pp |
| Annual return | 18.38% | 48.29%-29.9pp | 35.69%-17.3pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,580 | $3,031+18.1% | $3,737-4.2% | $2,588+38.4% |
| Participant deferral / active EE | $11,107 | $3,771+194.5% | $4,878+127.7% | $4,289+159.0% |
| Admin fee / account holder | $20 | $2,028-99.0% | $6,730-99.7% | $1,587-98.7% |