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 | $3,280 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,871 | $73,638+115.7% | $95,952+65.6% | $73,488+116.2% |
| Participation rate | 72.5% | 76.2%-3.6pp | 77.1%-4.5pp | 70.7%+1.9pp |
| Annual return | 16.70% | 16.78%-0.1pp | 91.61%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $3,059 | $1,863+64.2% | $2,541+20.4% | $2,270+34.7% |
| Participant deferral / active EE | $7,671 | $3,617+112.1% | $4,167+84.1% | $3,740+105.1% |
| Admin fee / account holder | $19 | $482-96.2% | $6,795-99.7% | $513-96.4% |