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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,548 | $91,517-60.1% | $101,248-63.9% | $73,409-50.2% |
| Participation rate | 91.5% | 73.8%+17.7pp | 75.8%+15.7pp | 72.2%+19.3pp |
| Annual return | 11.63% | 17.17%-5.5pp | 46.47%-34.8pp | 59.29%-47.7pp |
| Employer contribution / active EE | $4,635 | $2,877+61.1% | $3,660+26.6% | $2,234+107.5% |
| Participant deferral / active EE | $1,844 | $3,338-44.8% | $4,370-57.8% | $3,805-51.5% |
| Admin fee / account holder | $63 | $216-70.6% | $5,945-98.9% | $158-59.8% |