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 7-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,455 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,894 | $71,106-36.9% | $83,333-46.1% | $75,289-40.4% |
| Participation rate | 91.8% | 82.0%+9.8pp | 77.8%+14.0pp | 72.4%+19.4pp |
| Annual return | 0.00% | -0.56%+0.6pp | 10.63%-10.6pp | -0.04%0pp |
| Employer contribution / active EE | $1,323 | $2,436-45.7% | $3,379-60.8% | $2,405-45.0% |
| Participant deferral / active EE | $3,191 | $6,249-48.9% | $5,565-42.7% | $3,739-14.6% |
| Admin fee / account holder | $34 | $72-53.0% | $7,510-99.5% | $102-66.8% |