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 | $9,466 |
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 | $21,761 | $56,114-61.2% | $96,139-77.4% | $85,850-74.7% |
| Participation rate | 85.7% | 56.7%+29.0pp | 68.4%+17.3pp | 69.3%+16.4pp |
| Annual return | 9.21% | 42.30%-33.1pp | 191.94%-182.7pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,366 | $1,620-15.7% | $2,797-51.2% | $2,565-46.8% |
| Participant deferral / active EE | $3,198 | $2,859+11.9% | $4,349-26.5% | $3,952-19.1% |
| Admin fee / account holder | $91 | $3,768-97.6% | $5,537-98.4% | $6,260-98.6% |