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 | $88,360+84.6% | $145,433+12.1% | $67,986+139.9% |
| Participation rate | 98.1% | 65.5%+32.7pp | 82.1%+16.0pp | 57.2%+40.9pp |
| Annual return | 18.57% | 63.15%-44.6pp | 66.58%-48.0pp | 31.67%-13.1pp |
| Employer contribution / active EE | $2,726 | $3,054-10.7% | $4,554-40.2% | $2,019+35.0% |
| Participant deferral / active EE | $10,424 | $5,932+75.7% | $7,897+32.0% | $3,358+210.4% |
| Admin fee / account holder | $52 | $3,313-98.4% | $13,129-99.6% | $3,203-98.4% |