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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,149 | $57,281+135.9% | $86,612+56.0% | $75,163+79.8% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 17.85% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.8pp |
| Employer contribution / active EE | $6,039 | $2,314+160.9% | $3,022+99.8% | $2,670+126.2% |
| Participant deferral / active EE | $13,457 | $3,318+305.6% | $4,438+203.3% | $4,125+226.2% |
| Admin fee / account holder | $72 | $4,112-98.2% | $5,614-98.7% | $5,651-98.7% |