Filed November 13, 2020
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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $458,490 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $447,049 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN ADVISORS Service code 16 · EIN 82-1364595 | Consulting | $9,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,431 | $93,462+23.5% | $164,813-30.0% | $99,062+16.5% |
| Participation rate | 95.2% | 79.9%+15.3pp | 78.6%+16.6pp | 71.6%+23.6pp |
| Annual return | 20.19% | 15.71%+4.5pp | 69.93%-49.7pp | 17.66%+2.5pp |
| Employer contribution / active EE | $3,193 | $3,099+3.0% | $4,341-26.4% | $3,262-2.1% |
| Participant deferral / active EE | $6,326 | $5,366+17.9% | $6,031+4.9% | $5,331+18.7% |
| Admin fee / account holder | $106 | $81+29.7% | $12,690-99.2% | $109-3.1% |