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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $214,076 |
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 | $63,447 | $73,034-13.1% | $77,163-17.8% | $80,160-20.8% |
| Participation rate | 95.9% | 78.1%+17.8pp | 69.6%+26.3pp | 72.9%+23.0pp |
| Annual return | 13.05% | 18.56%-5.5pp | 37.87%-24.8pp | 40.38%-27.3pp |
| Employer contribution / active EE | $1,601 | $2,779-42.4% | $2,535-36.8% | $2,978-46.2% |
| Participant deferral / active EE | $3,218 | $4,140-22.3% | $3,833-16.0% | $5,017-35.9% |
| Admin fee / account holder | $82 | $104-20.8% | $5,472-98.5% | $145-43.4% |