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 | $363,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,234 | $53,565+19.9% | $172,739-62.8% | $82,204-21.9% |
| Participation rate | 97.3% | 69.6%+27.7pp | 82.6%+14.7pp | 73.4%+23.9pp |
| Annual return | 20.52% | 31.42%-10.9pp | 802.84%-782.3pp | 26.31%-5.8pp |
| Employer contribution / active EE | $4,199 | $1,857+126.2% | $5,143-18.3% | $2,707+55.1% |
| Participant deferral / active EE | $1,236 | $3,006-58.9% | $5,198-76.2% | $4,246-70.9% |
| Admin fee / account holder | $34 | $61-43.9% | $13,954-99.8% | $76-54.5% |