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 | $11,417 |
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 | $117,413 | $46,292+153.6% | $143,757-18.3% | $64,808+81.2% |
| Participation rate | 98.1% | 64.2%+33.8pp | 80.3%+17.7pp | 71.5%+26.6pp |
| Annual return | -17.67% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $5,630 | $1,910+194.8% | $4,951+13.7% | $2,506+124.7% |
| Participant deferral / active EE | $3,950 | $2,646+49.3% | $5,637-29.9% | $4,310-8.4% |
| Admin fee / account holder | $35 | $154-77.2% | $14,673-99.8% | $188-81.4% |