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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,822 |
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 | $112,690 | $92,055+22.4% | $106,213+6.1% | $77,643+45.1% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 11.60% | 17.91%-6.3pp | 116.14%-104.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,747 | $3,367-48.1% | $3,171-44.9% | $2,726-35.9% |
| Participant deferral / active EE | $6,674 | $5,386+23.9% | $5,016+33.1% | $4,647+43.6% |
| Admin fee / account holder | $94 | $219-57.1% | $11,033-99.1% | $430-78.2% |