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 | $56,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,015 | $104,475+94.3% | $159,436+27.3% | $79,386+155.7% |
| Participation rate | 98.3% | 76.6%+21.7pp | 82.8%+15.5pp | 70.7%+27.6pp |
| Annual return | 20.97% | 67.95%-47.0pp | 263.57%-242.6pp | 116.85%-95.9pp |
| Employer contribution / active EE | $4,920 | $3,417+44.0% | $4,829+1.9% | $2,427+102.7% |
| Participant deferral / active EE | $12,499 | $6,467+93.3% | $7,352+70.0% | $4,046+209.0% |
| Admin fee / account holder | $171 | $711-76.0% | $10,799-98.4% | $626-72.7% |