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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $196,137 |
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 | $68,312 | $76,173-10.3% | $81,382-16.1% | $199,593-65.8% |
| Participation rate | 90.6% | 76.3%+14.3pp | 69.5%+21.1pp | 72.0%+18.6pp |
| Annual return | 11.10% | 15.59%-4.5pp | 24.73%-13.6pp | 34.25%-23.2pp |
| Employer contribution / active EE | $1,678 | $2,792-39.9% | $2,463-31.9% | $3,034-44.7% |
| Participant deferral / active EE | $3,416 | $4,201-18.7% | $3,883-12.0% | $5,087-32.8% |
| Admin fee / account holder | $79 | $146-45.9% | $5,768-98.6% | $269-70.6% |