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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,175 |
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 | $170,349 | $60,323+182.4% | $81,812+108.2% | $74,495+128.7% |
| Participation rate | 97.6% | 62.9%+34.7pp | 72.3%+25.2pp | 67.2%+30.4pp |
| Annual return | 10.63% | 16.90%-6.3pp | 773.79%-763.2pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,571 | $2,620-1.9% | $2,912-11.7% | $2,623-2.0% |
| Participant deferral / active EE | $11,011 | $3,387+225.0% | $4,319+155.0% | $4,346+153.4% |
| Admin fee / account holder | $8 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |