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 Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Loan Processing | $4,091 |
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 | $124,117 | $73,102+69.8% | $123,544+0.5% | $56,287+120.5% |
| Participation rate | 81.2% | 74.3%+6.8pp | 82.3%-1.1pp | 69.9%+11.3pp |
| Annual return | -5.31% | 3.01%-8.3pp | 119.20%-124.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,660 | $5,423+78.1% | $6,426+50.3% | $3,350+188.4% |
| Admin fee / account holder | $25 | $554-95.5% | $9,284-99.7% | $521-95.2% |