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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,652 |
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 | $160,784 | $63,745+152.2% | $98,442+63.3% | $79,386+102.5% |
| Participation rate | 99.3% | 69.9%+29.4pp | 73.3%+25.9pp | 70.7%+28.5pp |
| Annual return | 9.95% | 625.80%-615.9pp | 1492.73%-1482.8pp | 116.85%-106.9pp |
| Employer contribution / active EE | $2,141 | $2,557-16.2% | $2,960-27.6% | $2,427-11.8% |
| Participant deferral / active EE | $9,187 | $3,303+178.1% | $4,276+114.8% | $4,046+127.1% |
| Admin fee / account holder | $37 | $516-92.8% | $5,949-99.4% | $626-94.0% |