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 5-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,049 | $99,078+80.7% | $96,544+85.5% | $74,419+140.6% |
| Participation rate | 93.5% | 80.7%+12.8pp | 76.0%+17.5pp | 70.7%+22.7pp |
| Annual return | 24.27% | 22.48%+1.8pp | 25.84%-1.6pp | 34.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,989 | $4,933+1.1% | $4,851+2.9% | $4,528+10.2% |
| Admin fee / account holder | $10 | $225-95.6% | $8,252-99.9% | $348-97.1% |