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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,574 | $33,745-30.1% | $64,105-63.2% | $55,191-57.3% |
| Participation rate | 97.2% | 59.4%+37.8pp | 68.2%+29.0pp | 69.2%+28.0pp |
| Annual return | 0.52% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,207 | $641+88.4% | $1,820-33.7% | $1,899-36.4% |
| Participant deferral / active EE | $2,278 | $1,929+18.1% | $2,822-19.3% | $3,046-25.2% |
| Admin fee / account holder | $20 | $94-78.8% | $4,499-99.6% | $91-78.0% |