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 FUNDS Service code 28 · EIN 23-1999755 PO BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $0 |
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 | $0 | $48,064-100.0% | $78,778-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.2%-69.2pp | 70.7%-70.7pp |
| Annual return | 12.58% | 21.81%-9.2pp | 35.62%-23.0pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $1,302 | $744+75.1% | $1,986-34.4% | $2,032-35.9% |
| Participant deferral / active EE | $2,028 | $2,079-2.5% | $2,958-31.4% | $3,224-37.1% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |