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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $98,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,693 |
ASCENSUS LLC8 years Filed as: ASCENSUS CONSULTING Service code 13 5750 CASTLE CREEK · INDIANAPOLIS, IN 46250 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,058 | $50,815+65.4% | $155,509-45.9% | $77,643+8.3% |
| Participation rate | 90.5% | 63.1%+27.4pp | 78.2%+12.3pp | 70.6%+19.9pp |
| Annual return | 10.69% | 34.80%-24.1pp | 64.67%-54.0pp | 31.24%-20.6pp |
| Employer contribution / active EE | $3,301 | $1,993+65.7% | $4,672-29.4% | $2,726+21.1% |
| Participant deferral / active EE | $4,418 | $2,822+56.6% | $5,626-21.5% | $4,647-4.9% |
| Admin fee / account holder | $142 | $437-67.6% | $15,912-99.1% | $430-67.1% |