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 | $19,419 |
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 | $178,974 | $85,515+109.3% | $112,040+59.7% | $67,986+163.3% |
| Participation rate | 97.6% | 68.2%+29.4pp | 76.5%+21.1pp | 57.2%+40.4pp |
| Annual return | 6.08% | 29.68%-23.6pp | 24.52%-18.4pp | 31.67%-25.6pp |
| Employer contribution / active EE | $7,599 | $2,191+246.8% | $2,954+157.2% | $2,019+276.4% |
| Participant deferral / active EE | $5,744 | $4,014+43.1% | $5,098+12.7% | $3,358+71.1% |
| Admin fee / account holder | $118 | $3,774-96.9% | $12,098-99.0% | $3,203-96.3% |