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 Filed as: VANGUARD GROUP INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $6,868 |
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 | $24,475 | $82,093-70.2% | $379,746-93.6% | $73,409-66.7% |
| Participation rate | 81.8% | 76.8%+5.0pp | 78.4%+3.4pp | 72.2%+9.7pp |
| Annual return | 13.67% | 18.89%-5.2pp | 34.90%-21.2pp | 59.29%-45.6pp |
| Employer contribution / active EE | $732 | $2,847-74.3% | $3,540-79.3% | $2,234-67.2% |
| Participant deferral / active EE | $1,968 | $4,697-58.1% | $6,024-67.3% | $3,805-48.3% |
| Admin fee / account holder | $15 | $128-88.4% | $7,927-99.8% | $158-90.6% |