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.4 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $62,998 |
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 | $45,658 | $92,971-50.9% | $96,683-52.8% | $74,419-38.6% |
| Participation rate | 89.9% | 71.5%+18.3pp | 74.3%+15.5pp | 70.7%+19.1pp |
| Annual return | 12.40% | 37.49%-25.1pp | 35.69%-23.3pp | 34.38%-22.0pp |
| Employer contribution / active EE | $6,200 | $3,426+81.0% | $3,737+65.9% | $2,637+135.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $58 | $633-90.9% | $6,730-99.1% | $348-83.4% |