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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,879 | $101,317-29.1% | $146,958-51.1% | $74,495-3.5% |
| Participation rate | 74.1% | 75.5%-1.5pp | 82.2%-8.1pp | 67.2%+6.9pp |
| Annual return | 17.34% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,336 | $3,810-38.7% | $4,933-52.6% | $2,623-10.9% |
| Participant deferral / active EE | $4,247 | $7,303-41.8% | $8,070-47.4% | $4,346-2.3% |
| Admin fee / account holder | $130 | $1,739-92.5% | $12,998-99.0% | $1,942-93.3% |