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.4+ 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 | $35,485-100.0% | $74,550-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 69.1%-69.1pp | 70.9%-70.9pp |
| Annual return | -4.03% | 0.72%-4.7pp | 32.53%-36.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,160 | $777+49.2% | $1,961-40.8% | $2,078-44.2% |
| Participant deferral / active EE | $2,171 | $2,181-0.5% | $3,108-30.2% | $3,356-35.3% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |