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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,830 | $101,317+117.0% | $146,958+49.6% | $74,495+195.1% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 15.54% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $7,638 | $3,810+100.5% | $4,933+54.8% | $2,623+191.2% |
| Participant deferral / active EE | $14,387 | $7,303+97.0% | $8,070+78.3% | $4,346+231.0% |
| Admin fee / account holder | $152 | $1,739-91.2% | $12,998-98.8% | $1,942-92.1% |