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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,739 | $116,081-38.2% | $156,181-54.1% | $79,634-9.9% |
| Participation rate | 98.3% | 75.6%+22.7pp | 78.8%+19.5pp | 62.5%+35.8pp |
| Annual return | 12.84% | 15.89%-3.1pp | 64.87%-52.0pp | 36.46%-23.6pp |
| Employer contribution / active EE | $3,500 | $2,828+23.8% | $4,294-18.5% | $2,529+38.4% |
| Participant deferral / active EE | $4,600 | $4,584+0.3% | $6,132-25.0% | $3,835+20.0% |
| Admin fee / account holder | $24 | $854-97.2% | $14,586-99.8% | $1,002-97.6% |