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 6-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 | $25,455 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,185 | $89,904-66.4% | $453,369-93.3% | $86,799-65.2% |
| Participation rate | 99.5% | 75.7%+23.8pp | 78.0%+21.5pp | 72.3%+27.2pp |
| Annual return | 12.90% | 19.72%-6.8pp | 64.40%-51.5pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,482 | $3,279-54.8% | $4,070-63.6% | $2,405-38.4% |
| Participant deferral / active EE | $3,427 | $5,114-33.0% | $6,209-44.8% | $4,131-17.1% |
| Admin fee / account holder | $55 | $156-64.8% | $11,209-99.5% | $170-67.6% |