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.4 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $8,450 |
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 | $308,776 | $52,293+490.5% | $178,490+73.0% | $73,409+320.6% |
| Participation rate | 98.1% | 65.3%+32.8pp | 81.9%+16.2pp | 72.2%+25.9pp |
| Annual return | 14.14% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $9,228 | $1,735+431.8% | $5,011+84.2% | $2,234+313.1% |
| Participant deferral / active EE | $7,417 | $2,332+218.0% | $5,202+42.6% | $3,805+94.9% |
| Admin fee / account holder | $9 | $127-93.1% | $13,984-99.9% | $158-94.4% |