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 7-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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,875 |
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 | $25,721 | $64,871-60.4% | $129,110-80.1% | $66,914-61.6% |
| Participation rate | 75.3% | 74.0%+1.4pp | 77.3%-1.9pp | 69.8%+5.5pp |
| Annual return | -19.96% | -12.21%-7.8pp | -10.94%-9.0pp | 1.58%-21.5pp |
| Employer contribution / active EE | $4,350 | $3,741+16.3% | $5,052-13.9% | $2,544+71.0% |
| Participant deferral / active EE | $6,124 | $5,090+20.3% | $6,542-6.4% | $4,237+44.6% |
| Admin fee / account holder | $13 | $629-97.9% | $14,302-99.9% | $593-97.7% |