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 | $15,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,358 | $61,156+13.4% | $185,823-62.7% | $79,386-12.6% |
| Participation rate | 77.4% | 66.6%+10.8pp | 81.7%-4.3pp | 70.7%+6.7pp |
| Annual return | 13.16% | 19.45%-6.3pp | 122.05%-108.9pp | 116.85%-103.7pp |
| Employer contribution / active EE | $2,332 | $2,321+0.5% | $5,167-54.9% | $2,427-3.9% |
| Participant deferral / active EE | $3,564 | $2,789+27.8% | $5,568-36.0% | $4,046-11.9% |
| Admin fee / account holder | $100 | $710-85.8% | $16,237-99.4% | $626-84.0% |