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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,400 | $73,360-57.2% | $177,989-82.4% | $74,495-57.8% |
| Participation rate | 94.0% | 66.6%+27.3pp | 77.1%+16.9pp | 67.2%+26.8pp |
| Annual return | 13.40% | 17.49%-4.1pp | 294.48%-281.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,375 | $2,216-38.0% | $3,949-65.2% | $2,623-47.6% |
| Participant deferral / active EE | $2,223 | $4,513-50.7% | $6,276-64.6% | $4,346-48.8% |
| Admin fee / account holder | $32 | $1,808-98.3% | $10,363-99.7% | $1,942-98.4% |