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 | $18,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,932 | $162,322-59.4% | $135,903-51.5% | - |
| Participation rate | 75.8% | 71.5%+4.2pp | 81.9%-6.1pp | - |
| Annual return | 20.52% | 15.15%+5.4pp | 68.23%-47.7pp | - |
| Employer contribution / active EE | $2,566 | $3,400-24.5% | $4,856-47.2% | - |
| Participant deferral / active EE | $4,633 | $5,722-19.0% | $7,758-40.3% | - |
| Admin fee / account holder | $158 | $23,877-99.3% | $10,762-98.5% | - |