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 | $12,097 |
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 | $89,225 | $49,173+81.5% | $121,098-26.3% | $75,163+18.7% |
| Participation rate | 98.7% | 55.4%+43.3pp | 69.5%+29.2pp | 67.2%+31.5pp |
| Annual return | 9.41% | 55.99%-46.6pp | 985.75%-976.3pp | 160.62%-151.2pp |
| Employer contribution / active EE | $881 | $1,546-43.0% | $4,164-78.8% | $2,670-67.0% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $92 | $3,942-97.7% | $5,644-98.4% | $5,651-98.4% |