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.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,965 |
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 | $111,935 | $61,272+82.7% | $149,673-25.2% | $71,457+56.6% |
| Participation rate | 77.8% | 62.5%+15.3pp | 78.8%-0.9pp | 67.9%+9.9pp |
| Annual return | 12.68% | 35.85%-23.2pp | 134.42%-121.7pp | 28.85%-16.2pp |
| Employer contribution / active EE | $3,361 | $2,378+41.3% | $4,818-30.2% | $2,588+29.9% |
| Participant deferral / active EE | $3,832 | $2,917+31.4% | $5,680-32.5% | $4,289-10.6% |
| Admin fee / account holder | $32 | $1,261-97.5% | $13,210-99.8% | $1,587-98.0% |