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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,837 | $55,415+35.0% | $155,509-51.9% | $74,495+0.5% |
| Participation rate | 94.9% | 61.9%+32.9pp | 78.2%+16.7pp | 67.2%+27.7pp |
| Annual return | 18.46% | 268.50%-250.0pp | 64.67%-46.2pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $10,370 | $2,267+357.4% | $4,672+121.9% | $2,623+295.3% |
| Participant deferral / active EE | $11,566 | $2,836+307.8% | $5,626+105.6% | $4,346+166.1% |
| Admin fee / account holder | $75 | $1,738-95.7% | $15,912-99.5% | $1,942-96.1% |