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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,331 |
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 | $115,076 | $119,446-3.7% | $150,045-23.3% | $85,563+34.5% |
| Participation rate | 96.5% | 75.4%+21.1pp | 82.3%+14.2pp | 66.0%+30.6pp |
| Annual return | 11.90% | 23.72%-11.8pp | 62.55%-50.6pp | 31.51%-19.6pp |
| Employer contribution / active EE | $3,116 | $4,078-23.6% | $4,693-33.6% | $2,654+17.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $18 | $548-96.6% | $13,435-99.9% | $834-97.8% |