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.3 years Filed as: THE VANGUARD GROUP Service code 37 · EIN 23-1945930 | Loan Processing | $14,777 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,104 | $101,317-42.7% | $146,958-60.5% | $74,495-22.0% |
| Participation rate | 87.3% | 75.5%+11.8pp | 82.2%+5.2pp | 67.2%+20.1pp |
| Annual return | 25.02% | 8730.91%-8705.9pp | 418.34%-393.3pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $4,455 | $3,810+16.9% | $4,933-9.7% | $2,623+69.8% |
| Participant deferral / active EE | $11,201 | $7,303+53.4% | $8,070+38.8% | $4,346+157.8% |
| Admin fee / account holder | $58 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |