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.1+ years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Loan Processing | $3,311 |
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 | $51,249 | $50,498+1.5% | $75,781-32.4% | $55,191-7.1% |
| Participation rate | 95.2% | 69.4%+25.7pp | 75.8%+19.4pp | 69.2%+26.0pp |
| Annual return | 0.06% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,771 | $2,291+21.0% | $3,323-16.6% | $1,899+46.0% |
| Participant deferral / active EE | $5,042 | $2,589+94.7% | $3,651+38.1% | $3,046+65.5% |
| Admin fee / account holder | -$2 | $123-101.8% | $5,299-100.0% | $91-102.5% |