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 | $79,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,314 | $43,110-29.7% | $156,549-80.6% | $65,292-53.6% |
| Participation rate | 99.8% | 69.3%+30.4pp | 84.0%+15.7pp | 72.4%+27.3pp |
| Annual return | 7.74% | 11.24%-3.5pp | 32.23%-24.5pp | 11.84%-4.1pp |
| Employer contribution / active EE | $3,444 | $1,702+102.4% | $5,501-37.4% | $2,302+49.6% |
| Participant deferral / active EE | $816 | $2,520-67.6% | $4,871-83.2% | $3,579-77.2% |
| Admin fee / account holder | $10 | $47-77.8% | $13,027-99.9% | $57-81.7% |