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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $27,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,466 | $72,554+50.9% | $138,135-20.8% | $73,488+49.0% |
| Participation rate | 99.4% | 74.8%+24.6pp | 78.7%+20.7pp | 70.7%+28.7pp |
| Annual return | 15.51% | 17.50%-2.0pp | 20.51%-5.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,122 | $3,511-39.6% | $5,587-62.0% | $2,270-6.5% |
| Participant deferral / active EE | $7,441 | $4,908+51.6% | $6,431+15.7% | $3,740+99.0% |
| Admin fee / account holder | $123 | $464-73.5% | $11,856-99.0% | $513-76.0% |