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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,443 | $100,227+17.2% | $169,993-30.9% | $74,419+57.8% |
| Participation rate | 85.9% | 87.3%-1.4pp | 87.0%-1.1pp | 70.7%+15.2pp |
| Annual return | 23.37% | 66.08%-42.7pp | 53.37%-30.0pp | 34.38%-11.0pp |
| Employer contribution / active EE | $4,461 | $4,263+4.6% | $6,785-34.3% | $2,637+69.1% |
| Participant deferral / active EE | $9,063 | $7,143+26.9% | $10,408-12.9% | $4,528+100.2% |
| Admin fee / account holder | $17 | $234-92.8% | $12,815-99.9% | $348-95.2% |