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.3+ years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Loan Processing | $5,480 |
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 | $60,191 | $60,545-0.6% | $92,233-34.7% | $69,631-13.6% |
| Participation rate | 95.2% | 72.2%+23.0pp | 76.5%+18.7pp | 70.7%+24.5pp |
| Annual return | 20.60% | 19.71%+0.9pp | 176.28%-155.7pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $2,289 | $2,633-13.1% | $3,679-37.8% | $2,032+12.6% |
| Participant deferral / active EE | $4,532 | $2,828+60.3% | $3,897+16.3% | $3,224+40.6% |
| Admin fee / account holder | $1 | $145-99.5% | $5,194-100.0% | $110-99.4% |