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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,589 | $46,553+174.1% | $64,056+99.2% | $75,163+69.7% |
| Participation rate | 97.3% | 65.9%+31.4pp | 72.3%+25.0pp | 67.2%+30.1pp |
| Annual return | 15.73% | 26.03%-10.3pp | 33.69%-18.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $5,400 | $1,974+173.6% | $2,747+96.6% | $2,670+102.3% |
| Participant deferral / active EE | $8,287 | $2,837+192.2% | $3,880+113.6% | $4,125+100.9% |
| Admin fee / account holder | $29 | $2,952-99.0% | $3,068-99.1% | $5,651-99.5% |