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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,042 | $61,756-19.0% | $70,092-28.6% | $77,904-35.8% |
| Participation rate | 97.7% | 79.9%+17.8pp | 70.5%+27.3pp | 73.7%+24.0pp |
| Annual return | -11.50% | -11.86%+0.4pp | 190.73%-202.2pp | 12.21%-23.7pp |
| Employer contribution / active EE | $1,600 | $2,706-40.9% | $2,559-37.5% | $2,848-43.8% |
| Participant deferral / active EE | $3,021 | $3,977-24.0% | $3,849-21.5% | $4,806-37.1% |
| Admin fee / account holder | $46 | $101-54.1% | $6,267-99.3% | $133-64.9% |