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 | $1,554 |
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 | $186,327 | $84,487+120.5% | $125,339+48.7% | $66,914+178.5% |
| Participation rate | 93.9% | 76.4%+17.5pp | 82.4%+11.5pp | 69.8%+24.1pp |
| Annual return | -18.78% | -8.39%-10.4pp | 572.05%-590.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,819 | $3,553-48.8% | $4,814-62.2% | $2,544-28.5% |
| Participant deferral / active EE | $9,634 | $6,781+42.1% | $7,446+29.4% | $4,237+127.4% |
| Admin fee / account holder | $5 | $685-99.3% | $10,010-100.0% | $593-99.2% |