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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,795 |
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 | $52,296 | $72,254-27.6% | $86,677-39.7% | $64,808-19.3% |
| Participation rate | 81.8% | 80.4%+1.3pp | 76.6%+5.2pp | 71.5%+10.3pp |
| Annual return | -17.36% | 392.42%-409.8pp | 35.91%-53.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $3,560 | $2,393+48.8% | $2,836+25.5% | $2,506+42.1% |
| Participant deferral / active EE | $9,415 | $4,658+102.1% | $4,656+102.2% | $4,310+118.4% |
| Admin fee / account holder | $11 | $174-93.5% | $7,493-99.9% | $188-94.0% |