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.3 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $7,450 |
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 | $306,416 | $62,928+386.9% | $172,739+77.4% | $67,579+353.4% |
| Participation rate | 93.4% | 64.5%+28.9pp | 82.6%+10.7pp | 71.3%+22.1pp |
| Annual return | 20.07% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $9,734 | $1,636+495.0% | $5,143+89.3% | $2,148+353.2% |
| Participant deferral / active EE | $7,299 | $2,145+240.3% | $5,198+40.4% | $3,539+106.2% |
| Admin fee / account holder | $9 | $167-94.7% | $13,954-99.9% | $142-93.8% |