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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,840 | $95,762+73.2% | $379,746-56.3% | $79,858+107.7% |
| Participation rate | 87.5% | 74.0%+13.5pp | 78.4%+9.1pp | 69.6%+17.9pp |
| Annual return | 14.24% | 18.26%-4.0pp | 34.90%-20.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,376 | $2,695+62.4% | $3,540+23.6% | $2,471+77.1% |
| Participant deferral / active EE | $6,139 | $4,705+30.5% | $6,024+1.9% | $3,740+64.1% |
| Admin fee / account holder | $46 | $6,745-99.3% | $7,927-99.4% | $5,306-99.1% |