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 | $7,893 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,078 | $100,923+61.6% | $150,045+8.7% | $74,304+119.5% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 18.57% | 51.77%-33.2pp | 62.55%-44.0pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,726 | $3,463-21.3% | $4,693-41.9% | $2,241+21.6% |
| Participant deferral / active EE | $10,424 | $6,709+55.4% | $7,997+30.4% | $3,767+176.7% |
| Admin fee / account holder | $52 | $2,767-98.1% | $13,435-99.6% | $2,969-98.3% |