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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,970 |
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 | $114,736 | $104,475+9.8% | $159,436-28.0% | $79,386+44.5% |
| Participation rate | 94.9% | 76.6%+18.3pp | 82.8%+12.0pp | 70.7%+24.2pp |
| Annual return | 9.34% | 67.95%-58.6pp | 263.57%-254.2pp | 116.85%-107.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $13,434 | $6,467+107.7% | $7,352+82.7% | $4,046+232.1% |
| Admin fee / account holder | $5 | $711-99.2% | $10,799-99.9% | $626-99.1% |