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 52 · EIN 23-1945930 | Indirect Investment Fees | $10,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,399 | $61,156-16.0% | $185,823-72.3% | $79,386-35.3% |
| Participation rate | 94.4% | 66.6%+27.7pp | 81.7%+12.7pp | 70.7%+23.6pp |
| Annual return | 14.16% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,121 | $2,321-8.6% | $5,167-59.0% | $2,427-12.6% |
| Participant deferral / active EE | $2,579 | $2,789-7.5% | $5,568-53.7% | $4,046-36.2% |
| Admin fee / account holder | $60 | $710-91.5% | $16,237-99.6% | $626-90.4% |