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.3+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Participant loan processing; Sharehol... | $18,651 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $476,264 | $155,795+205.7% | $136,294+249.4% | $69,631+584.0% |
| Participation rate | 89.8% | 75.2%+14.5pp | 81.9%+7.8pp | 70.7%+19.1pp |
| Annual return | 16.05% | 232464.33%-232448.3pp | 5155.94%-5139.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $10,338 | $2,991+245.7% | $4,695+120.2% | $2,032+408.7% |
| Participant deferral / active EE | $7,799 | $5,394+44.6% | $6,247+24.8% | $3,224+141.9% |
| Admin fee / account holder | $55 | $128-57.1% | $9,243-99.4% | $110-50.2% |