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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,378 |
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 | $38,687 | $80,138-51.7% | $130,231-70.3% | $71,457-45.9% |
| Participation rate | 99.3% | 71.0%+28.3pp | 76.3%+23.1pp | 67.9%+31.4pp |
| Annual return | -4.55% | 16.81%-21.4pp | 38.77%-43.3pp | 28.85%-33.4pp |
| Employer contribution / active EE | $1,892 | $2,834-33.3% | $4,126-54.2% | $2,588-26.9% |
| Participant deferral / active EE | $3,789 | $4,641-18.3% | $6,799-44.3% | $4,289-11.6% |
| Admin fee / account holder | $69 | $1,035-93.3% | $6,020-98.9% | $1,587-95.7% |