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 5-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.2 years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,232 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,547 | $60,989-79.4% | $60,874-79.4% | $66,914-81.2% |
| Participation rate | 95.0% | 74.5%+20.5pp | 73.1%+21.9pp | 69.8%+25.2pp |
| Annual return | -17.27% | -9.60%-7.7pp | 16.90%-34.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,613 | $2,661-39.4% | $2,701-40.3% | $2,544-36.6% |
| Participant deferral / active EE | $3,170 | $3,615-12.3% | $3,817-16.9% | $4,237-25.2% |
| Admin fee / account holder | $61 | $338-82.1% | $3,224-98.1% | $593-89.8% |