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 8-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,334 | $84,936-17.2% | $111,297-36.8% | $79,386-11.4% |
| Participation rate | 99.0% | 75.9%+23.2pp | 77.3%+21.7pp | 70.7%+28.3pp |
| Annual return | 22.15% | 17.45%+4.7pp | 54.65%-32.5pp | 116.85%-94.7pp |
| Employer contribution / active EE | $4,510 | $1,979+127.9% | $2,731+65.1% | $2,427+85.8% |
| Participant deferral / active EE | $6,797 | $3,888+74.8% | $4,487+51.5% | $4,046+68.0% |
| Admin fee / account holder | $53 | $537-90.1% | $7,964-99.3% | $626-91.5% |