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 33 · EIN 23-1945930 | Securities brokerage | $1,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,949 | $145,877+72.0% | $150,045+67.2% | $102,872+143.9% |
| Participation rate | 91.2% | 79.8%+11.4pp | 82.3%+8.9pp | 73.0%+18.2pp |
| Annual return | 11.46% | 21.37%-9.9pp | 62.55%-51.1pp | 19.06%-7.6pp |
| Employer contribution / active EE | $18,464 | $4,710+292.0% | $4,693+293.4% | $3,526+423.6% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $176-99.8% | $13,435-100.0% | $292-99.9% |