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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,730 |
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 | $146,825 | $85,135+72.5% | $98,907+48.4% | $73,409+100.0% |
| Participation rate | 96.3% | 81.1%+15.1pp | 76.0%+20.3pp | 72.2%+24.1pp |
| Annual return | 11.37% | 19.14%-7.8pp | 196.43%-185.1pp | 59.29%-47.9pp |
| Employer contribution / active EE | $2,775 | $2,721+2.0% | $2,689+3.2% | $2,234+24.2% |
| Participant deferral / active EE | $5,897 | $4,349+35.6% | $4,244+38.9% | $3,805+55.0% |
| Admin fee / account holder | $174 | $139+25.1% | $6,642-97.4% | $158+10.4% |