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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,517 |
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 | $27,313 | $48,064-43.2% | $78,778-65.3% | $69,631-60.8% |
| Participation rate | 97.6% | 61.6%+36.0pp | 69.2%+28.4pp | 70.7%+26.9pp |
| Annual return | 14.06% | 21.81%-7.8pp | 35.62%-21.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,579 | $744+112.4% | $1,986-20.5% | $2,032-22.3% |
| Participant deferral / active EE | $2,997 | $2,079+44.1% | $2,958+1.3% | $3,224-7.0% |
| Admin fee / account holder | $33 | $152-78.1% | $5,134-99.4% | $110-69.9% |