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 Filed as: THE VANGUARD GROUP, INC Service code 21 · EIN 23-1945930 | Bank Trustee | $1,210 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 27 · EIN 39-1816008 | Advisory (Plan) | $100 |
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 | $129,966 | $61,156+112.5% | $185,823-30.1% | $79,386+63.7% |
| Participation rate | 96.5% | 66.6%+29.9pp | 81.7%+14.8pp | 70.7%+25.8pp |
| Annual return | 11.01% | 19.45%-8.4pp | 122.05%-111.0pp | 116.85%-105.8pp |
| Employer contribution / active EE | $5,891 | $2,321+153.9% | $5,167+14.0% | $2,427+142.7% |
| Participant deferral / active EE | $3,917 | $2,789+40.5% | $5,568-29.6% | $4,046-3.2% |
| Admin fee / account holder | $193 | $710-72.8% | $16,237-98.8% | $626-69.2% |