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 | $54,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,097 | $91,407+104.7% | $135,903+37.7% | $71,457+161.8% |
| Participation rate | 98.8% | 75.7%+23.1pp | 81.9%+16.9pp | 67.9%+30.8pp |
| Annual return | 19.94% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,606 | $3,703-56.6% | $4,856-66.9% | $2,588-37.9% |
| Participant deferral / active EE | $13,815 | $7,092+94.8% | $7,758+78.1% | $4,289+222.1% |
| Admin fee / account holder | $150 | $1,266-88.1% | $10,762-98.6% | $1,587-90.5% |