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 | $3,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,910 | $60,892+16.5% | $82,389-13.9% | $84,808-16.4% |
| Participation rate | 90.0% | 63.3%+26.7pp | 69.5%+20.5pp | 68.3%+21.7pp |
| Annual return | 16.07% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,655 | $1,779+105.4% | $2,517+45.2% | $2,631+38.9% |
| Participant deferral / active EE | $5,594 | $3,179+76.0% | $4,155+34.7% | $4,212+32.8% |
| Admin fee / account holder | $31 | $5,467-99.4% | $7,231-99.6% | $7,344-99.6% |