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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $513,815 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,017 | $67,228+74.1% | $117,854-0.7% | $77,958+50.1% |
| Participation rate | 86.4% | 79.4%+7.0pp | 79.7%+6.7pp | 71.6%+14.7pp |
| Annual return | 17.27% | 19.13%-1.9pp | 335.08%-317.8pp | 20.87%-3.6pp |
| Employer contribution / active EE | $3,876 | $2,211+75.3% | $3,786+2.4% | $2,310+67.7% |
| Participant deferral / active EE | $4,088 | $3,653+11.9% | $4,482-8.8% | $3,537+15.6% |
| Admin fee / account holder | $100 | $76+31.4% | $8,020-98.8% | $97+2.3% |