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 | $9,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,020 | $58,264+164.3% | $86,612+77.8% | $71,457+115.5% |
| Participation rate | 99.3% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.3pp |
| Annual return | 14.03% | 21.63%-7.6pp | 591.07%-577.0pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,363 | $2,574-8.2% | $3,022-21.8% | $2,588-8.7% |
| Participant deferral / active EE | $10,455 | $3,436+204.3% | $4,438+135.6% | $4,289+143.8% |
| Admin fee / account holder | $46 | $1,057-95.7% | $5,614-99.2% | $1,587-97.1% |