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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,684 | $50,982+101.4% | $154,803-33.7% | $85,563+20.0% |
| Participation rate | 97.4% | 59.8%+37.7pp | 78.1%+19.4pp | 66.0%+31.5pp |
| Annual return | 12.51% | 30.35%-17.8pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $4,818 | $1,708+182.0% | $4,305+11.9% | $2,654+81.6% |
| Participant deferral / active EE | $8,160 | $2,474+229.8% | $5,540+47.3% | $4,375+86.5% |
| Admin fee / account holder | $99 | $846-88.2% | $14,329-99.3% | $834-88.1% |