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 | $14,490 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,781 | $80,968+114.6% | $96,544+80.0% | $75,163+131.2% |
| Participation rate | 82.1% | 71.8%+10.3pp | 76.0%+6.1pp | 67.2%+14.9pp |
| Annual return | 15.86% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $4,180 | $2,282+83.2% | $2,965+41.0% | $2,670+56.6% |
| Participant deferral / active EE | $11,885 | $3,928+202.6% | $4,851+145.0% | $4,125+188.1% |
| Admin fee / account holder | $147 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |