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.3 years Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $4,513 |
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 | $227,699 | $65,061+250.0% | $143,757+58.4% | $66,914+240.3% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -18.68% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $9,208 | $2,361+290.1% | $4,951+86.0% | $2,544+261.9% |
| Participant deferral / active EE | $8,492 | $2,919+190.9% | $5,637+50.6% | $4,237+100.4% |
| Admin fee / account holder | $29 | $502-94.3% | $14,673-99.8% | $593-95.2% |