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.4+ years Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 19482 | Loan Processing | $6,370 |
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 | $53,104 | $56,443-5.9% | $83,848-36.7% | $55,725-4.7% |
| Participation rate | 94.7% | 72.0%+22.7pp | 76.1%+18.6pp | 70.9%+23.9pp |
| Annual return | -4.62% | 393.67%-398.3pp | 850.88%-855.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,237 | $2,682-16.6% | $3,631-38.4% | $2,078+7.7% |
| Participant deferral / active EE | $4,403 | $2,965+48.5% | $4,082+7.9% | $3,356+31.2% |
| Admin fee / account holder | $5 | $156-96.7% | $5,478-99.9% | $115-95.6% |