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 | $6,807 |
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 | $211,552 | $101,317+108.8% | $146,958+44.0% | $74,495+184.0% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.1pp | 67.2%+29.1pp |
| Annual return | 12.74% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $13,669 | $3,810+258.7% | $4,933+177.1% | $2,623+421.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $26 | $1,739-98.5% | $12,998-99.8% | $1,942-98.6% |