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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
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 | $32,886 | $65,061-49.5% | $143,757-77.1% | $66,914-50.9% |
| Participation rate | 87.8% | 65.2%+22.7pp | 80.3%+7.5pp | 69.8%+18.0pp |
| Annual return | -18.43% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,592 | $2,361+9.8% | $4,951-47.7% | $2,544+1.9% |
| Participant deferral / active EE | $4,928 | $2,919+68.8% | $5,637-12.6% | $4,237+16.3% |
| Admin fee / account holder | $12 | $502-97.6% | $14,673-99.9% | $593-98.0% |