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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,519 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,051 | $76,050+10.5% | $96,544-12.9% | $71,457+17.6% |
| Participation rate | 94.3% | 74.4%+19.9pp | 76.0%+18.3pp | 67.9%+26.4pp |
| Annual return | 18.31% | 22.81%-4.5pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,954 | $2,244-12.9% | $2,965-34.1% | $2,588-24.5% |
| Participant deferral / active EE | $6,077 | $4,215+44.2% | $4,851+25.3% | $4,289+41.7% |
| Admin fee / account holder | $233 | $2,707-91.4% | $8,252-97.2% | $1,587-85.3% |