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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,203 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,834 | $71,516-63.9% | $98,439-73.8% | $71,457-63.8% |
| Participation rate | 94.1% | 72.7%+21.4pp | 75.2%+18.9pp | 67.9%+26.2pp |
| Annual return | 10.76% | 32.41%-21.7pp | 21.16%-10.4pp | 28.85%-18.1pp |
| Employer contribution / active EE | $1,209 | $2,399-49.6% | $3,048-60.3% | $2,588-53.3% |
| Participant deferral / active EE | $2,715 | $4,109-33.9% | $4,738-42.7% | $4,289-36.7% |
| Admin fee / account holder | $85 | $1,675-94.9% | $8,948-99.0% | $1,587-94.6% |