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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,499 | $58,208+174.0% | $81,812+95.0% | $80,856+97.3% |
| Participation rate | 89.8% | 63.4%+26.4pp | 72.3%+17.5pp | 67.6%+22.2pp |
| Annual return | 19.05% | 41.66%-22.6pp | 773.79%-754.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $6,530 | $2,340+179.1% | $2,912+124.2% | $2,755+137.0% |
| Participant deferral / active EE | $13,595 | $3,281+314.4% | $4,319+214.8% | $4,296+216.5% |
| Admin fee / account holder | $73 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |