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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,623 |
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 | $36,498 | $58,320-37.4% | $86,436-57.8% | $66,914-45.5% |
| Participation rate | 86.2% | 78.6%+7.6pp | 80.3%+5.8pp | 69.8%+16.4pp |
| Annual return | -19.83% | -9.71%-10.1pp | 4394.89%-4414.7pp | 1.58%-21.4pp |
| Employer contribution / active EE | $3,103 | $2,615+18.6% | $3,769-17.7% | $2,544+22.0% |
| Participant deferral / active EE | $6,117 | $6,899-11.3% | $6,952-12.0% | $4,237+44.4% |
| Admin fee / account holder | $20 | $546-96.4% | $6,731-99.7% | $593-96.7% |