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.5+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Loan Processing | $3,679 |
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 | $137,961 | $89,652+53.9% | $141,162-2.3% | $65,185+111.6% |
| Participation rate | 81.3% | 74.7%+6.6pp | 82.5%-1.1pp | 70.2%+11.1pp |
| Annual return | 24.98% | 32.79%-7.8pp | 71.39%-46.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,144 | $5,691+78.2% | $6,709+51.2% | $3,514+188.7% |
| Admin fee / account holder | $21 | $569-96.2% | $10,261-99.8% | $847-97.5% |