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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,543 | $87,870+70.2% | $113,168+32.1% | $74,304+101.3% |
| Participation rate | 82.1% | 70.7%+11.4pp | 76.6%+5.6pp | 60.3%+21.8pp |
| Annual return | 14.16% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,089 | $2,277-8.2% | $2,975-29.8% | $2,241-6.8% |
| Participant deferral / active EE | $6,925 | $4,241+63.3% | $5,107+35.6% | $3,767+83.8% |
| Admin fee / account holder | $61 | $3,368-98.2% | $12,068-99.5% | $2,969-97.9% |