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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,129 |
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 | $159,851 | $58,320+174.1% | $86,436+84.9% | $66,914+138.9% |
| Participation rate | 99.0% | 78.6%+20.4pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -20.04% | -9.71%-10.3pp | 4394.89%-4414.9pp | 1.58%-21.6pp |
| Employer contribution / active EE | $13,011 | $2,615+397.5% | $3,769+245.2% | $2,544+411.4% |
| Participant deferral / active EE | $12,739 | $6,899+84.7% | $6,952+83.3% | $4,237+200.7% |
| Admin fee / account holder | $118 | $546-78.4% | $6,731-98.3% | $593-80.2% |