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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,397 | $119,446+39.3% | $150,045+10.9% | $85,563+94.5% |
| Participation rate | 97.2% | 75.4%+21.8pp | 82.3%+14.9pp | 66.0%+31.3pp |
| Annual return | 17.69% | 23.72%-6.0pp | 62.55%-44.9pp | 31.51%-13.8pp |
| Employer contribution / active EE | $2,927 | $4,078-28.2% | $4,693-37.6% | $2,654+10.3% |
| Participant deferral / active EE | $10,927 | $7,985+36.9% | $7,997+36.6% | $4,375+149.8% |
| Admin fee / account holder | $26 | $548-95.2% | $13,435-99.8% | $834-96.8% |