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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,050 |
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 | $119,707 | $82,202+45.6% | $125,339-4.5% | $64,808+84.7% |
| Participation rate | 79.3% | 77.9%+1.5pp | 82.4%-3.0pp | 71.5%+7.9pp |
| Annual return | -17.70% | 3.48%-21.2pp | 572.05%-589.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $14,814 | $7,175+106.5% | $7,446+98.9% | $4,310+243.7% |
| Admin fee / account holder | $1 | $163-99.5% | $10,010-100.0% | $188-99.6% |