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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,979 |
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 | $57,221 | $77,197-25.9% | $86,874-34.1% | $93,030-38.5% |
| Participation rate | 97.8% | 78.2%+19.6pp | 71.6%+26.1pp | 73.9%+23.9pp |
| Annual return | 11.04% | 16.31%-5.3pp | 63.52%-52.5pp | 158.70%-147.7pp |
| Employer contribution / active EE | $1,536 | $2,514-38.9% | $2,495-38.4% | $2,706-43.2% |
| Participant deferral / active EE | $2,824 | $3,831-26.3% | $3,699-23.6% | $4,562-38.1% |
| Admin fee / account holder | $13 | $105-87.5% | $5,828-99.8% | $152-91.4% |