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.8 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $105,940 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,109 | $50,815+606.7% | $155,509+130.9% | $77,643+362.5% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 13.84% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $13,827 | $1,993+593.9% | $4,672+195.9% | $2,726+407.3% |
| Participant deferral / active EE | $9,576 | $2,822+239.3% | $5,626+70.2% | $4,647+106.1% |
| Admin fee / account holder | $94 | $437-78.5% | $15,912-99.4% | $430-78.1% |