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 | $8,957 |
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 | $216,761 | $61,272+253.8% | $149,673+44.8% | $71,457+203.3% |
| Participation rate | 97.7% | 62.5%+35.2pp | 78.8%+19.0pp | 67.9%+29.8pp |
| Annual return | 12.23% | 35.85%-23.6pp | 134.42%-122.2pp | 28.85%-16.6pp |
| Employer contribution / active EE | $15,443 | $2,378+549.3% | $4,818+220.6% | $2,588+496.8% |
| Participant deferral / active EE | $9,994 | $2,917+242.6% | $5,680+75.9% | $4,289+133.0% |
| Admin fee / account holder | $26 | $1,261-97.9% | $13,210-99.8% | $1,587-98.4% |