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.1 year Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $7,303 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,402 | $46,173+487.8% | $170,442+59.2% | $69,631+289.8% |
| Participation rate | 96.7% | 63.9%+32.8pp | 83.6%+13.1pp | 70.7%+26.1pp |
| Annual return | 15.86% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $9,964 | $1,610+519.0% | $5,433+83.4% | $2,032+390.3% |
| Participant deferral / active EE | $7,433 | $2,080+257.3% | $4,939+50.5% | $3,224+130.6% |
| Admin fee / account holder | $9 | $116-92.3% | $13,880-99.9% | $110-91.9% |