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: VANGUARD GROUP, INC. Service code 37 · EIN 23-1945930 | Loan Processing | $5,710 |
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 | $177,497 | $69,305+156.1% | $82,313+115.6% | $69,631+154.9% |
| Participation rate | 94.1% | 80.3%+13.8pp | 76.9%+17.2pp | 70.7%+23.4pp |
| Annual return | 17.97% | 21.47%-3.5pp | 25.88%-7.9pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $4,748 | $1,887+151.7% | $2,428+95.5% | $2,032+133.7% |
| Participant deferral / active EE | $4,761 | $3,568+33.4% | $3,706+28.5% | $3,224+47.7% |
| Admin fee / account holder | $5 | $97-95.3% | $5,608-99.9% | $110-95.9% |