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+ years Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1999755 PO BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,745-100.0% | $64,105-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 68.2%-68.2pp | 69.2%-69.2pp |
| Annual return | -0.84% | 4.95%-5.8pp | 791.24%-792.1pp | 10.78%-11.6pp |
| Employer contribution / active EE | $999 | $641+55.8% | $1,820-45.1% | $1,899-47.4% |
| Participant deferral / active EE | $2,122 | $1,929+10.0% | $2,822-24.8% | $3,046-30.3% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |