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.3 years Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $11,640 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,309 | $45,000-17.1% | $143,757-74.0% | $77,904-52.1% |
| Participation rate | 99.2% | 66.8%+32.4pp | 80.3%+18.9pp | 73.7%+25.5pp |
| Annual return | -2.48% | 29.03%-31.5pp | -0.04%-2.4pp | 12.21%-14.7pp |
| Employer contribution / active EE | $6,635 | $1,870+254.9% | $4,951+34.0% | $2,848+133.0% |
| Participant deferral / active EE | $11,537 | $3,157+265.5% | $5,637+104.7% | $4,806+140.1% |
| Admin fee / account holder | $5 | $98-94.4% | $14,673-100.0% | $133-95.9% |