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.2+ years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Loan Processing | $5,269 |
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 | $52,955 | $57,921-8.6% | $84,750-37.5% | $57,658-8.2% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 70.2%+26.0pp |
| Annual return | 45.22% | 10.24%+35.0pp | 22.78%+22.4pp | 5.13%+40.1pp |
| Employer contribution / active EE | $2,367 | $2,598-8.9% | $3,574-33.8% | $1,974+19.9% |
| Participant deferral / active EE | $4,347 | $2,742+58.5% | $3,712+17.1% | $3,061+42.0% |
| Admin fee / account holder | $2 | $130-98.8% | $5,332-100.0% | $95-98.4% |