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 7-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 15 · EIN 23-1945930 | Recordkeeping | $11,870 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $6,428 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC Service code 37 | Loan Processing | $0 |
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 | $87,874 | $63,905+37.5% | $74,183+18.5% | $57,658+52.4% |
| Participation rate | 96.4% | 79.8%+16.6pp | 76.6%+19.8pp | 70.2%+26.1pp |
| Annual return | 6.06% | 60.60%-54.5pp | 17.74%-11.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $534 | $1,840-71.0% | $2,370-77.5% | $1,974-72.9% |
| Participant deferral / active EE | $3,060 | $3,448-11.3% | $3,550-13.8% | $3,0610% |
| Admin fee / account holder | $50 | $91-44.7% | $5,586-99.1% | $95-46.8% |