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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,055 |
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 | $142,414 | $130,194+9.4% | $169,993-16.2% | $71,457+99.3% |
| Participation rate | 92.5% | 86.1%+6.4pp | 87.0%+5.5pp | 67.9%+24.6pp |
| Annual return | 13.00% | 20.37%-7.4pp | 53.37%-40.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $5,548 | $4,381+26.6% | $6,785-18.2% | $2,588+114.4% |
| Participant deferral / active EE | $4,492 | $6,923-35.1% | $10,408-56.8% | $4,289+4.7% |
| Admin fee / account holder | $80 | $966-91.7% | $12,815-99.4% | $1,587-94.9% |