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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,992 | $101,317-60.5% | $146,958-72.8% | $74,495-46.3% |
| Participation rate | 72.1% | 75.5%-3.5pp | 82.2%-10.1pp | 67.2%+4.9pp |
| Annual return | 21.67% | 8730.91%-8709.2pp | 418.34%-396.7pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $3,565 | $3,810-6.4% | $4,933-27.7% | $2,623+35.9% |
| Participant deferral / active EE | $6,026 | $7,303-17.5% | $8,070-25.3% | $4,346+38.7% |
| Admin fee / account holder | $27 | $1,739-98.4% | $12,998-99.8% | $1,942-98.6% |