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.1+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Participant loan processing; Securiti... | $16,659 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,387 | $88,324+355.6% | $115,037+249.8% | $55,191+629.1% |
| Participation rate | 90.3% | 72.5%+17.8pp | 81.4%+8.9pp | 69.2%+21.1pp |
| Annual return | -0.58% | 6.30%-6.9pp | 26.14%-26.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $11,149 | $2,805+297.5% | $4,608+142.0% | $1,899+487.2% |
| Participant deferral / active EE | $7,719 | $5,042+53.1% | $6,026+28.1% | $3,046+153.4% |
| Admin fee / account holder | $51 | $105-51.1% | $8,175-99.4% | $91-43.3% |