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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,745 | $122,239+21.7% | $184,203-19.2% | $74,495+99.7% |
| Participation rate | 92.5% | 85.5%+7.0pp | 86.8%+5.7pp | 67.2%+25.3pp |
| Annual return | 12.39% | 19.95%-7.6pp | 28.81%-16.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $5,821 | $4,537+28.3% | $6,427-9.4% | $2,623+121.9% |
| Participant deferral / active EE | $4,612 | $7,139-35.4% | $9,131-49.5% | $4,346+6.1% |
| Admin fee / account holder | $64 | $1,260-94.9% | $13,901-99.5% | $1,942-96.7% |