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 Service code 15 · EIN 23-1945930 | Recordkeeping | $224,421 |
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 | $52,413 | $43,110+21.6% | $156,549-66.5% | $65,292-19.7% |
| Participation rate | 96.6% | 69.3%+27.2pp | 84.0%+12.5pp | 72.4%+24.1pp |
| Annual return | 7.02% | 11.24%-4.2pp | 32.23%-25.2pp | 11.84%-4.8pp |
| Employer contribution / active EE | $3,386 | $1,702+99.0% | $5,501-38.5% | $2,302+47.1% |
| Participant deferral / active EE | $857 | $2,520-66.0% | $4,871-82.4% | $3,579-76.1% |
| Admin fee / account holder | $22 | $47-53.0% | $13,027-99.8% | $57-61.3% |