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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,035 |
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 | $178,851 | $74,347+140.6% | $93,606+91.1% | $67,579+164.7% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.5pp | 71.3%+28.0pp |
| Annual return | 12.92% | 28.07%-15.2pp | 32.76%-19.8pp | 378.56%-365.6pp |
| Employer contribution / active EE | $5,571 | $2,583+115.7% | $2,718+105.0% | $2,148+159.4% |
| Participant deferral / active EE | $8,368 | $4,060+106.1% | $4,069+105.7% | $3,539+136.4% |
| Admin fee / account holder | $7 | $123-94.4% | $7,888-99.9% | $142-95.2% |