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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,578 | $55,415+32.8% | $155,509-52.7% | $74,495-1.2% |
| Participation rate | 82.0% | 61.9%+20.1pp | 78.2%+3.8pp | 67.2%+14.8pp |
| Annual return | 13.45% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,650 | $2,267+16.9% | $4,672-43.3% | $2,623+1.0% |
| Participant deferral / active EE | $3,990 | $2,836+40.7% | $5,626-29.1% | $4,346-8.2% |
| Admin fee / account holder | $115 | $1,738-93.4% | $15,912-99.3% | $1,942-94.1% |