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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $268,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,848 | $63,964-20.5% | $147,614-65.6% | $67,505-24.7% |
| Participation rate | 96.3% | 68.6%+27.7pp | 84.6%+11.7pp | 71.2%+25.1pp |
| Annual return | 0.41% | 9.05%-8.6pp | 61.98%-61.6pp | 6.52%-6.1pp |
| Employer contribution / active EE | $3,134 | $1,618+93.7% | $5,564-43.7% | $2,173+44.2% |
| Participant deferral / active EE | $791 | $2,589-69.4% | $4,895-83.8% | $3,597-78.0% |
| Admin fee / account holder | $29 | $43-32.5% | $11,611-99.8% | $56-48.6% |