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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,942 | $61,272-52.8% | $149,673-80.7% | $71,457-59.5% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+19.9pp | 67.9%+30.8pp |
| Annual return | 16.11% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,128 | $2,378-10.5% | $4,818-55.8% | $2,588-17.8% |
| Participant deferral / active EE | $4,925 | $2,917+68.8% | $5,680-13.3% | $4,289+14.8% |
| Admin fee / account holder | $98 | $1,261-92.2% | $13,210-99.3% | $1,587-93.8% |