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 | $104,829-39.6% | $142,942-55.7% | $79,634-20.5% |
| Participation rate | 98.9% | 66.2%+32.7pp | 76.8%+22.0pp | 62.5%+36.4pp |
| Annual return | 36.20% | 15.48%+20.7pp | 113.70%-77.5pp | 36.46%-0.3pp |
| Employer contribution / active EE | $4,575 | $3,867+18.3% | $4,139+10.5% | $2,529+80.9% |
| Participant deferral / active EE | $8,673 | $5,222+66.1% | $7,128+21.7% | $3,835+126.2% |
| Admin fee / account holder | $7 | $887-99.2% | $12,475-99.9% | $1,002-99.3% |