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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $270,696 |
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 | $106,446 | $134,045-20.6% | $80,019+33.0% | $75,289+41.4% |
| Participation rate | 98.1% | 85.8%+12.3pp | 75.8%+22.3pp | 72.4%+25.7pp |
| Annual return | -7.09% | -0.56%-6.5pp | 11.22%-18.3pp | -0.04%-7.1pp |
| Employer contribution / active EE | $4,393 | $3,492+25.8% | $2,468+78.0% | $2,405+82.6% |
| Participant deferral / active EE | $5,630 | $4,976+13.1% | $3,686+52.8% | $3,739+50.6% |
| Admin fee / account holder | $39 | $124-68.4% | $6,521-99.4% | $102-61.8% |