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 | $229,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,711 | $63,259-23.0% | $178,490-72.7% | $93,223-47.7% |
| Participation rate | 99.6% | 72.1%+27.4pp | 81.9%+17.6pp | 74.9%+24.6pp |
| Annual return | 18.29% | 19.93%-1.6pp | 151.07%-132.8pp | 19.29%-1.0pp |
| Employer contribution / active EE | $4,489 | $1,865+140.7% | $5,011-10.4% | $2,680+67.5% |
| Participant deferral / active EE | $1,388 | $3,372-58.8% | $5,202-73.3% | $4,563-69.6% |
| Admin fee / account holder | $22 | $58-61.8% | $13,984-99.8% | $79-72.0% |