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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,885 |
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 | $71,322 | $93,131-23.4% | $106,548-33.1% | $86,799-17.8% |
| Participation rate | 82.5% | 81.4%+1.1pp | 76.1%+6.4pp | 72.3%+10.2pp |
| Annual return | 11.67% | 19.45%-7.8pp | 26.80%-15.1pp | 97.91%-86.2pp |
| Employer contribution / active EE | $2,271 | $2,895-21.6% | $2,819-19.4% | $2,405-5.6% |
| Participant deferral / active EE | $3,496 | $4,708-25.7% | $4,398-20.5% | $4,131-15.4% |
| Admin fee / account holder | $11 | $145-92.3% | $7,407-99.8% | $170-93.4% |