Filed November 5, 2021 (most recent of 2 filings on file)
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 | $62,474 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,374 | $72,066-17.6% | $81,930-27.5% | $90,288-34.2% |
| Participation rate | 97.8% | 78.9%+18.9pp | 72.0%+25.8pp | 73.4%+24.4pp |
| Annual return | 10.34% | 15.92%-5.6pp | 29.49%-19.2pp | 53.97%-43.6pp |
| Employer contribution / active EE | $1,353 | $2,335-42.0% | $4,310-68.6% | $2,524-46.4% |
| Participant deferral / active EE | $2,592 | $3,557-27.1% | $7,107-63.5% | $4,232-38.7% |
| Admin fee / account holder | $17 | $92-81.9% | $5,158-99.7% | $114-85.3% |