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.6+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Loan Processing | $3,857 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,040 | $99,957+79.1% | $149,696+19.6% | $73,488+143.6% |
| Participation rate | 76.0% | 75.7%+0.3pp | 82.5%-6.5pp | 70.7%+5.3pp |
| Annual return | 20.35% | 53.87%-33.5pp | 276.60%-256.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,043 | $6,073+81.9% | $6,842+61.4% | $3,740+195.3% |
| Admin fee / account holder | $24 | $551-95.6% | $9,309-99.7% | $513-95.2% |