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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,713 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,306 |
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 | $137,652 | $122,239+12.6% | $184,203-25.3% | $74,495+84.8% |
| Participation rate | 93.9% | 85.5%+8.4pp | 86.8%+7.1pp | 67.2%+26.7pp |
| Annual return | 10.94% | 19.95%-9.0pp | 28.81%-17.9pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,143 | $4,537-52.8% | $6,427-66.7% | $2,623-18.3% |
| Participant deferral / active EE | $6,686 | $7,139-6.3% | $9,131-26.8% | $4,346+53.8% |
| Admin fee / account holder | $52 | $1,260-95.9% | $13,901-99.6% | $1,942-97.3% |