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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,787 | $100,923+45.4% | $150,045-2.2% | $74,304+97.5% |
| Participation rate | 95.0% | 70.1%+25.0pp | 82.3%+12.7pp | 60.3%+34.7pp |
| Annual return | 22.08% | 51.77%-29.7pp | 62.55%-40.5pp | 29.43%-7.3pp |
| Employer contribution / active EE | $4,395 | $3,463+26.9% | $4,693-6.4% | $2,241+96.1% |
| Participant deferral / active EE | $10,513 | $6,709+56.7% | $7,997+31.5% | $3,767+179.1% |
| Admin fee / account holder | $84 | $2,767-97.0% | $13,435-99.4% | $2,969-97.2% |