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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,055 | $79,171+116.1% | $102,423+67.0% | $74,495+129.6% |
| Participation rate | 81.8% | 74.8%+7.0pp | 76.5%+5.3pp | 67.2%+14.6pp |
| Annual return | 14.02% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,495 | $2,362+90.3% | $3,023+48.7% | $2,623+71.4% |
| Participant deferral / active EE | $7,118 | $4,415+61.2% | $5,053+40.9% | $4,346+63.8% |
| Admin fee / account holder | $108 | $2,001-94.6% | $9,451-98.9% | $1,942-94.5% |