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.5 years Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $10,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,127 | $65,061-35.3% | $143,757-70.7% | $66,914-37.0% |
| Participation rate | 92.1% | 65.2%+26.9pp | 80.3%+11.8pp | 69.8%+22.3pp |
| Annual return | -15.70% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,181 | $2,361-7.6% | $4,951-55.9% | $2,544-14.3% |
| Participant deferral / active EE | $2,855 | $2,919-2.2% | $5,637-49.4% | $4,237-32.6% |
| Admin fee / account holder | $59 | $502-88.3% | $14,673-99.6% | $593-90.1% |