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.6 years Filed as: VANGUARD GROUP INC. Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $85,606 |
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 | $291,649 | $46,292+530.0% | $143,757+102.9% | $64,808+350.0% |
| Participation rate | 96.7% | 64.2%+32.5pp | 80.3%+16.4pp | 71.5%+25.2pp |
| Annual return | -15.57% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $12,025 | $1,910+529.7% | $4,951+142.9% | $2,506+379.9% |
| Participant deferral / active EE | $8,400 | $2,646+217.5% | $5,637+49.0% | $4,310+94.9% |
| Admin fee / account holder | $81 | $154-47.6% | $14,673-99.5% | $188-57.1% |