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 | $752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,307 | $106,749+23.9% | $145,433-9.0% | $82,448+60.5% |
| Participation rate | 98.9% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | 19.81% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $3,842 | $3,444+11.5% | $4,554-15.6% | $2,551+50.6% |
| Participant deferral / active EE | $9,195 | $6,519+41.1% | $7,897+16.4% | $4,139+122.1% |
| Admin fee / account holder | $6 | $8,390-99.9% | $13,129-100.0% | $7,234-99.9% |