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 4-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.2+ years Filed as: THE VANGUARD GROUP, INC Service code 37 · EIN 23-1945930 | Loan Processing | $9,232 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,685 | $99,957+35.7% | $149,696-9.4% | $73,488+84.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | -20.74% | 53.87%-74.6pp | 276.60%-297.3pp | 28.51%-49.3pp |
| Employer contribution / active EE | $5,248 | $3,191+64.5% | $4,644+13.0% | $2,270+131.2% |
| Participant deferral / active EE | $12,146 | $6,073+100.0% | $6,842+77.5% | $3,740+224.8% |
| Admin fee / account holder | $65 | $551-88.1% | $9,309-99.3% | $513-87.2% |