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 5-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.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $69,489 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,835 |
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 | $166,483 | $81,908+103.3% | $90,749+83.5% | $64,808+156.9% |
| Participation rate | 97.1% | 80.5%+16.6pp | 75.7%+21.4pp | 71.5%+25.6pp |
| Annual return | -35.43% | -12.53%-22.9pp | -12.16%-23.3pp | 32.82%-68.2pp |
| Employer contribution / active EE | $6,299 | $3,065+105.5% | $2,921+115.7% | $2,506+151.4% |
| Participant deferral / active EE | $8,925 | $4,840+84.4% | $4,564+95.5% | $4,310+107.1% |
| Admin fee / account holder | $174 | $157+11.0% | $8,445-97.9% | $188-7.1% |