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 | $3,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,099 | $49,915+361.0% | $154,803+48.6% | $74,304+209.7% |
| Participation rate | 99.3% | 54.0%+45.4pp | 78.1%+21.3pp | 60.3%+39.0pp |
| Annual return | 12.46% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $10,008 | $1,611+521.1% | $4,305+132.4% | $2,241+346.5% |
| Participant deferral / active EE | $5,719 | $2,255+153.6% | $5,540+3.2% | $3,767+51.8% |
| Admin fee / account holder | $19 | $2,189-99.1% | $14,329-99.9% | $2,969-99.4% |