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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,685 | $93,182-51.0% | $146,665-68.9% | $79,386-42.5% |
| Participation rate | 96.1% | 76.4%+19.7pp | 80.1%+16.1pp | 70.7%+25.4pp |
| Annual return | 15.60% | 21.61%-6.0pp | 22.74%-7.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,486 | $2,420-38.6% | $4,136-64.1% | $2,427-38.8% |
| Participant deferral / active EE | $4,894 | $4,169+17.4% | $5,506-11.1% | $4,046+21.0% |
| Admin fee / account holder | $28 | $585-95.1% | $10,280-99.7% | $626-95.5% |