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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,589 | $48,835-27.1% | $170,442-79.1% | $177,276-79.9% |
| Participation rate | 99.7% | 72.1%+27.6pp | 83.6%+16.1pp | 74.8%+24.9pp |
| Annual return | 19.04% | 19.44%-0.4pp | 205.93%-186.9pp | 21.25%-2.2pp |
| Employer contribution / active EE | $3,672 | $1,798+104.2% | $5,433-32.4% | $2,479+48.1% |
| Participant deferral / active EE | $883 | $2,757-68.0% | $4,939-82.1% | $3,881-77.2% |
| Admin fee / account holder | $12 | $52-76.9% | $13,880-99.9% | $154-92.2% |