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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,831 |
Filed as: CASTLE ROCK INVESTMENT CO Service code 27 · EIN 26-2027186 | Advisory (Plan) | $15,000 |
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 | $112,971 | $79,519+42.1% | $95,952+17.7% | $73,409+53.9% |
| Participation rate | 77.9% | 81.2%-3.3pp | 77.1%+0.8pp | 72.2%+5.7pp |
| Annual return | 11.14% | 19.20%-8.1pp | 91.61%-80.5pp | 59.29%-48.1pp |
| Employer contribution / active EE | $1,907 | $2,048-6.9% | $2,541-24.9% | $2,234-14.6% |
| Participant deferral / active EE | $5,300 | $4,138+28.1% | $4,167+27.2% | $3,805+39.3% |
| Admin fee / account holder | $200 | $184+8.3% | $6,795-97.1% | $158+26.4% |