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 5-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+ years Service code 37 · EIN 23-1945930 | Loan Processing | $4,530 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,934 | $79,519-61.1% | $95,952-67.8% | $73,409-57.9% |
| Participation rate | 96.1% | 81.2%+15.0pp | 77.1%+19.1pp | 72.2%+24.0pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,513 | $2,048-26.1% | $2,541-40.5% | $2,234-32.3% |
| Participant deferral / active EE | $4,615 | $4,138+11.5% | $4,167+10.8% | $3,805+21.3% |
| Admin fee / account holder | $16 | $184-91.3% | $6,795-99.8% | $158-89.9% |