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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,440 |
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 | $71,739 | $108,549-33.9% | $156,263-54.1% | $85,563-16.2% |
| Participation rate | 98.3% | 77.1%+21.2pp | 78.9%+19.4pp | 66.0%+32.3pp |
| Annual return | 12.84% | 21.79%-9.0pp | 59.47%-46.6pp | 31.51%-18.7pp |
| Employer contribution / active EE | $3,500 | $2,690+30.1% | $4,333-19.2% | $2,654+31.9% |
| Participant deferral / active EE | $4,600 | $4,800-4.2% | $6,158-25.3% | $4,375+5.1% |
| Admin fee / account holder | $24 | $650-96.4% | $14,255-99.8% | $834-97.2% |