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 4-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: THE VANGUARD GROUP Service code 37 · EIN 23-1945930 | Loan Processing | $9,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,316 | $91,407-49.3% | $135,903-65.9% | $71,457-35.2% |
| Participation rate | 77.6% | 75.7%+2.0pp | 81.9%-4.3pp | 67.9%+9.7pp |
| Annual return | 24.23% | 29.90%-5.7pp | 68.23%-44.0pp | 28.85%-4.6pp |
| Employer contribution / active EE | $3,490 | $3,703-5.8% | $4,856-28.1% | $2,588+34.9% |
| Participant deferral / active EE | $10,016 | $7,092+41.2% | $7,758+29.1% | $4,289+133.5% |
| Admin fee / account holder | $34 | $1,266-97.3% | $10,762-99.7% | $1,587-97.8% |