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 8-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 | $7,652 |
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 | $153,184 | $79,013+93.9% | $100,391+52.6% | $74,495+105.6% |
| Participation rate | 96.1% | 79.5%+16.6pp | 81.5%+14.6pp | 67.2%+28.9pp |
| Annual return | 13.36% | 20.41%-7.0pp | 49.20%-35.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,641 | $3,021-12.6% | $3,942-33.0% | $2,623+0.7% |
| Participant deferral / active EE | $8,801 | $7,760+13.4% | $8,082+8.9% | $4,346+102.5% |
| Admin fee / account holder | $45 | $1,320-96.6% | $7,899-99.4% | $1,942-97.7% |