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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,010 | $101,499+0.5% | $147,005-30.6% | $74,546+36.8% |
| Participation rate | 99.4% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 62.14% | 8732.34%-8670.2pp | 418.76%-356.6pp | 1366.03%-1303.9pp |
| Employer contribution / active EE | $11,625 | $3,811+205.0% | $4,934+135.6% | $2,624+343.0% |
| Participant deferral / active EE | $10,720 | $7,304+46.8% | $8,070+32.8% | $4,347+146.6% |
| Admin fee / account holder | $90 | $1,748-94.9% | $13,006-99.3% | $1,944-95.4% |