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.8+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Shareholder servicing fees; Securitie... | $3,507 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,610 | $84,487+66.4% | $125,339+12.2% | $66,914+110.1% |
| Participation rate | 78.7% | 76.4%+2.3pp | 82.4%-3.7pp | 69.8%+8.9pp |
| Annual return | -19.98% | -8.39%-11.6pp | 572.05%-592.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,919 | $6,781+46.3% | $7,446+33.2% | $4,237+134.1% |
| Admin fee / account holder | $22 | $685-96.8% | $10,010-99.8% | $593-96.4% |