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: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $6,075 |
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 | $151,345 | $63,905+136.8% | $74,183+104.0% | $57,658+162.5% |
| Participation rate | 98.1% | 79.8%+18.4pp | 76.6%+21.5pp | 70.2%+27.9pp |
| Annual return | 8.11% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,483 | $1,840+143.6% | $2,370+89.1% | $1,974+127.1% |
| Participant deferral / active EE | $4,493 | $3,448+30.3% | $3,550+26.6% | $3,061+46.8% |
| Admin fee / account holder | $5 | $91-94.4% | $5,586-99.9% | $95-94.6% |