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.7+ years Filed as: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Loan Processing | $5,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,374 | $104,475+80.3% | $159,436+18.2% | $79,386+137.3% |
| Participation rate | 76.6% | 76.6%0pp | 82.8%-6.2pp | 70.7%+5.9pp |
| Annual return | 14.46% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,777 | $6,467+66.6% | $7,352+46.6% | $4,046+166.4% |
| Admin fee / account holder | $32 | $711-95.5% | $10,799-99.7% | $626-94.9% |