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.2 years Service code 15 · EIN 23-2186884 | Recordkeeping | $18,919 |
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 | $93,761 | $95,274-1.6% | $135,903-31.0% | $74,419+26.0% |
| Participation rate | 97.4% | 78.2%+19.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 13.06% | 32.77%-19.7pp | 68.23%-55.2pp | 34.38%-21.3pp |
| Employer contribution / active EE | $3,379 | $3,874-12.8% | $4,856-30.4% | $2,637+28.1% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $18 | $266-93.2% | $10,762-99.8% | $348-94.8% |