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 | $87,870+103.7% | $113,168+58.1% | $74,304+140.9% |
| Participation rate | 97.6% | 70.7%+26.8pp | 76.6%+21.0pp | 60.3%+37.2pp |
| Annual return | 6.08% | 26.44%-20.4pp | 24.27%-18.2pp | 29.43%-23.3pp |
| Employer contribution / active EE | $7,599 | $2,277+233.7% | $2,975+155.4% | $2,241+239.1% |
| Participant deferral / active EE | $5,744 | $4,241+35.4% | $5,107+12.5% | $3,767+52.5% |
| Admin fee / account holder | $118 | $3,368-96.5% | $12,068-99.0% | $2,969-96.0% |