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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,575 |
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 | $249,021 | $101,317+145.8% | $146,958+69.5% | $74,495+234.3% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 12.77% | 8730.91%-8718.1pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,280 | $3,810+12.3% | $4,933-13.2% | $2,623+63.2% |
| Participant deferral / active EE | $9,998 | $7,303+36.9% | $8,070+23.9% | $4,346+130.1% |
| Admin fee / account holder | $102 | $1,739-94.1% | $12,998-99.2% | $1,942-94.7% |