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 9-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 year Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $740 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,841 | $52,293-50.6% | $178,490-85.5% | $73,409-64.8% |
| Participation rate | 93.9% | 65.3%+28.6pp | 81.9%+12.0pp | 72.2%+21.7pp |
| Annual return | 128.75% | 34.75%+94.0pp | 151.07%-22.3pp | 59.29%+69.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,356 | $2,332+258.3% | $5,202+60.6% | $3,805+119.6% |
| Admin fee / account holder | $1 | $127-99.3% | $13,984-100.0% | $158-99.4% |