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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,607 | $132,049+1.9% | $200,582-32.9% | $74,304+81.2% |
| Participation rate | 86.9% | 84.1%+2.8pp | 86.9%0pp | 60.3%+26.6pp |
| Annual return | 22.04% | 22.22%-0.2pp | 42.33%-20.3pp | 29.43%-7.4pp |
| Employer contribution / active EE | $11,320 | $4,558+148.4% | $6,419+76.4% | $2,241+405.1% |
| Participant deferral / active EE | $17,322 | $7,213+140.2% | $9,331+85.6% | $3,767+359.8% |
| Admin fee / account holder | $4 | $2,405-99.8% | $16,305-100.0% | $2,969-99.9% |