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 | $152,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,032 | $53,565-25.3% | $172,739-76.8% | $82,204-51.3% |
| Participation rate | 99.6% | 69.6%+30.0pp | 82.6%+17.0pp | 73.4%+26.2pp |
| Annual return | 22.28% | 31.42%-9.1pp | 802.84%-780.6pp | 26.31%-4.0pp |
| Employer contribution / active EE | $4,269 | $1,857+130.0% | $5,143-17.0% | $2,707+57.7% |
| Participant deferral / active EE | $1,169 | $3,006-61.1% | $5,198-77.5% | $4,246-72.5% |
| Admin fee / account holder | $15 | $61-75.7% | $13,954-99.9% | $76-80.2% |