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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,493 | $44,007-23.9% | $154,107-78.3% | $68,904-51.4% |
| Participation rate | 99.8% | 70.0%+29.7pp | 83.0%+16.7pp | 74.1%+25.6pp |
| Annual return | -4.91% | 8.15%-13.1pp | 735.12%-740.0pp | 1.07%-6.0pp |
| Employer contribution / active EE | $3,919 | $1,732+126.3% | $5,298-26.0% | $2,540+54.3% |
| Participant deferral / active EE | $1,053 | $2,813-62.6% | $5,081-79.3% | $4,015-73.8% |
| Admin fee / account holder | $13 | $65-79.5% | $13,411-99.9% | $71-81.3% |