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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,912 |
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 | $34,011 | $70,879-52.0% | $189,557-82.1% | $79,386-57.2% |
| Participation rate | 95.3% | 68.0%+27.4pp | 78.4%+16.9pp | 70.7%+24.6pp |
| Annual return | 11.97% | 20.70%-8.7pp | 64.17%-52.2pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,556 | $1,806-13.9% | $4,412-64.7% | $2,427-35.9% |
| Participant deferral / active EE | $1,722 | $4,081-57.8% | $6,174-72.1% | $4,046-57.4% |
| Admin fee / account holder | $12 | $647-98.1% | $9,807-99.9% | $626-98.1% |