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 6-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 | $3,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,326 | $102,204-38.0% | $145,661-56.5% | $85,563-26.0% |
| Participation rate | 98.9% | 70.6%+28.3pp | 77.2%+21.6pp | 66.0%+32.9pp |
| Annual return | 36.20% | 16.68%+19.5pp | 101.46%-65.3pp | 31.51%+4.7pp |
| Employer contribution / active EE | $4,575 | $3,600+27.1% | $4,238+8.0% | $2,654+72.4% |
| Participant deferral / active EE | $8,673 | $5,729+51.4% | $7,198+20.5% | $4,375+98.2% |
| Admin fee / account holder | $7 | $647-98.9% | $12,466-99.9% | $834-99.1% |