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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,846 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $15,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,470 | $73,638+7.9% | $95,952-17.2% | $73,488+8.1% |
| Participation rate | 92.2% | 76.2%+16.1pp | 77.1%+15.2pp | 70.7%+21.6pp |
| Annual return | 13.28% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,460 | $1,863-21.6% | $2,541-42.5% | $2,270-35.7% |
| Participant deferral / active EE | $4,495 | $3,617+24.3% | $4,167+7.9% | $3,740+20.2% |
| Admin fee / account holder | $264 | $482-45.3% | $6,795-96.1% | $513-48.6% |