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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,522 | $102,553+38.0% | $151,611-6.7% | $66,914+111.5% |
| Participation rate | 91.6% | 85.5%+6.1pp | 87.5%+4.1pp | 69.8%+21.8pp |
| Annual return | -10.59% | -10.82%+0.2pp | 3.33%-13.9pp | 1.58%-12.2pp |
| Employer contribution / active EE | $5,164 | $4,180+23.5% | $6,166-16.2% | $2,544+103.0% |
| Participant deferral / active EE | $4,305 | $6,641-35.2% | $8,363-48.5% | $4,237+1.6% |
| Admin fee / account holder | $73 | $630-88.3% | $11,616-99.4% | $593-87.6% |