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.5 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $30,274 |
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 | $367,316 | $56,485+550.3% | $185,823+97.7% | $86,799+323.2% |
| Participation rate | 97.8% | 65.5%+32.3pp | 81.7%+16.1pp | 72.3%+25.5pp |
| Annual return | 21.73% | 118.04%-96.3pp | 122.05%-100.3pp | 97.91%-76.2pp |
| Employer contribution / active EE | $11,846 | $1,843+542.8% | $5,167+129.2% | $2,405+392.5% |
| Participant deferral / active EE | $8,129 | $2,553+218.4% | $5,568+46.0% | $4,131+96.8% |
| Admin fee / account holder | $31 | $150-79.6% | $16,237-99.8% | $170-82.0% |