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: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $5,850 |
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 | $144,104 | $72,770+98.0% | $67,652+113.0% | $55,191+161.1% |
| Participation rate | 97.5% | 78.8%+18.7pp | 75.7%+21.8pp | 69.2%+28.3pp |
| Annual return | 0.98% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $4,460 | $1,769+152.1% | $2,266+96.9% | $1,899+134.9% |
| Participant deferral / active EE | $4,114 | $3,408+20.7% | $3,560+15.6% | $3,046+35.1% |
| Admin fee / account holder | $5 | $79-93.5% | $4,821-99.9% | $91-94.3% |