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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,973 | $55,415-35.1% | $155,509-76.9% | $74,495-51.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.08% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,017 | $2,267-11.0% | $4,672-56.8% | $2,623-23.1% |
| Participant deferral / active EE | $4,923 | $2,836+73.6% | $5,626-12.5% | $4,346+13.3% |
| Admin fee / account holder | $115 | $1,738-93.4% | $15,912-99.3% | $1,942-94.1% |