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 Service code 15 · EIN 23-1945930 | Recordkeeping | $27,726 |
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 | $97,666 | $65,435+49.3% | $86,677+12.7% | $66,914+46.0% |
| Participation rate | 96.0% | 75.5%+20.6pp | 76.6%+19.5pp | 69.8%+26.2pp |
| Annual return | -18.44% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,995 | $2,153+85.6% | $2,836+40.9% | $2,544+57.0% |
| Participant deferral / active EE | $5,288 | $4,100+29.0% | $4,656+13.6% | $4,237+24.8% |
| Admin fee / account holder | $88 | $642-86.3% | $7,493-98.8% | $593-85.2% |