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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,254 |
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 | $108,466 | $104,317+4.0% | $159,436-32.0% | $86,799+25.0% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.8%+14.9pp | 72.3%+25.5pp |
| Annual return | 13.41% | 26.32%-12.9pp | 263.57%-250.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,699 | $3,451-50.8% | $4,829-64.8% | $2,405-29.4% |
| Participant deferral / active EE | $9,401 | $6,837+37.5% | $7,352+27.9% | $4,131+127.6% |
| Admin fee / account holder | $64 | $172-62.7% | $10,799-99.4% | $170-62.1% |