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.9+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Securities brokerage; Participant loa... | $3,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,277 | $91,407+75.3% | $135,903+17.9% | $71,457+124.3% |
| Participation rate | 78.8% | 75.7%+3.1pp | 81.9%-3.1pp | 67.9%+10.8pp |
| Annual return | 21.60% | 29.90%-8.3pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $3,125 | $3,703-15.6% | $4,856-35.7% | $2,588+20.8% |
| Participant deferral / active EE | $11,054 | $7,092+55.9% | $7,758+42.5% | $4,289+157.7% |
| Admin fee / account holder | $21 | $1,266-98.4% | $10,762-99.8% | $1,587-98.7% |