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: VANGUARD GROUP INC Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $1,950 |
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 | $114,111 | $46,292+146.5% | $143,757-20.6% | $64,808+76.1% |
| Participation rate | 94.6% | 64.2%+30.4pp | 80.3%+14.3pp | 71.5%+23.1pp |
| Annual return | -17.97% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,936 | $1,910+1.4% | $4,951-60.9% | $2,506-22.7% |
| Participant deferral / active EE | $2,810 | $2,646+6.2% | $5,637-50.2% | $4,310-34.8% |
| Admin fee / account holder | $5 | $154-96.6% | $14,673-100.0% | $188-97.3% |