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 | $29,622 |
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 | $104,489 | $84,784+23.2% | $98,439+6.1% | $74,419+40.4% |
| Participation rate | 97.9% | 81.5%+16.3pp | 75.2%+22.7pp | 70.7%+27.1pp |
| Annual return | 14.59% | 20.59%-6.0pp | 21.16%-6.6pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,585 | $3,364-52.9% | $3,048-48.0% | $2,637-39.9% |
| Participant deferral / active EE | $6,160 | $5,218+18.0% | $4,738+30.0% | $4,528+36.0% |
| Admin fee / account holder | $37 | $204-81.7% | $8,948-99.6% | $348-89.2% |