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 | $4,985 |
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 | $154,277 | $93,131+65.7% | $106,548+44.8% | $86,799+77.7% |
| Participation rate | 98.6% | 81.4%+17.2pp | 76.1%+22.5pp | 72.3%+26.4pp |
| Annual return | 10.91% | 19.45%-8.5pp | 26.80%-15.9pp | 97.91%-87.0pp |
| Employer contribution / active EE | $2,692 | $2,895-7.0% | $2,819-4.5% | $2,405+11.9% |
| Participant deferral / active EE | $6,858 | $4,708+45.7% | $4,398+55.9% | $4,131+66.0% |
| Admin fee / account holder | $249 | $145+71.9% | $7,407-96.6% | $170+47.1% |