Filed December 11, 2019
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $158,502 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,846 | $122,693+47.4% | $184,203-1.8% | $199,593-9.4% |
| Participation rate | 99.3% | 86.8%+12.5pp | 86.8%+12.5pp | 72.0%+27.3pp |
| Annual return | 14.48% | 143.91%-129.4pp | 28.81%-14.3pp | 34.25%-19.8pp |
| Employer contribution / active EE | $6,002 | $4,584+30.9% | $6,427-6.6% | $3,034+97.8% |
| Participant deferral / active EE | $14,069 | $7,990+76.1% | $9,131+54.1% | $5,087+176.6% |
| Admin fee / account holder | $77 | $121-36.5% | $13,901-99.4% | $269-71.5% |