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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,927 | $55,415+197.6% | $155,509+6.1% | $74,495+121.4% |
| Participation rate | 85.1% | 61.9%+23.2pp | 78.2%+6.9pp | 67.2%+17.9pp |
| Annual return | 11.67% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,258 | $2,267+43.7% | $4,672-30.3% | $2,623+24.2% |
| Participant deferral / active EE | $2,555 | $2,836-9.9% | $5,626-54.6% | $4,346-41.2% |
| Admin fee / account holder | $76 | $1,738-95.6% | $15,912-99.5% | $1,942-96.1% |