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) | $5,160 |
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 | $208,458 | $95,274+118.8% | $135,903+53.4% | $74,419+180.1% |
| Participation rate | 88.1% | 78.2%+10.0pp | 81.9%+6.2pp | 70.7%+17.4pp |
| Annual return | 11.32% | 32.77%-21.5pp | 68.23%-56.9pp | 34.38%-23.1pp |
| Employer contribution / active EE | $9,074 | $3,874+134.2% | $4,856+86.9% | $2,637+244.1% |
| Participant deferral / active EE | $4,642 | $7,782-40.4% | $7,758-40.2% | $4,528+2.5% |
| Admin fee / account holder | $20 | $266-92.5% | $10,762-99.8% | $348-94.2% |