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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,463 | $106,110-55.3% | $147,005-67.7% | $77,671-38.9% |
| Participation rate | 98.7% | 78.4%+20.3pp | 82.2%+16.6pp | 70.6%+28.1pp |
| Annual return | 48.61% | 56.77%-8.2pp | 418.76%-370.2pp | 31.21%+17.4pp |
| Employer contribution / active EE | $7,187 | $4,065+76.8% | $4,934+45.7% | $2,726+163.6% |
| Participant deferral / active EE | $11,648 | $7,992+45.8% | $8,070+44.3% | $4,648+150.6% |
| Admin fee / account holder | $10 | $338-97.0% | $13,006-99.9% | $430-97.7% |