Filed August 30, 2022
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 10-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $14,408 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,959 |
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 | $68,211 | $65,376+4.3% | $87,100-21.7% | $65,185+4.6% |
| Participation rate | 90.4% | 75.3%+15.0pp | 76.9%+13.5pp | 70.2%+20.2pp |
| Annual return | 24.31% | 31.27%-7.0pp | 28.19%-3.9pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,565 | $1,822-14.1% | $2,521-37.9% | $2,177-28.1% |
| Participant deferral / active EE | $4,778 | $3,388+41.0% | $4,049+18.0% | $3,514+36.0% |
| Admin fee / account holder | $229 | $520-56.0% | $7,497-96.9% | $847-73.0% |