Filed August 16, 2021 (most recent of 7 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 3-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,808 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,110 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,635 | $130,194+144.0% | $169,993+86.9% | $71,457+344.5% |
| Participation rate | 93.3% | 86.1%+7.2pp | 87.0%+6.3pp | 67.9%+25.4pp |
| Annual return | 16.89% | 20.37%-3.5pp | 53.37%-36.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $7,384 | $4,381+68.5% | $6,785+8.8% | $2,588+185.3% |
| Participant deferral / active EE | $14,886 | $6,923+115.0% | $10,408+43.0% | $4,289+247.1% |
| Admin fee / account holder | $192 | $966-80.1% | $12,815-98.5% | $1,587-87.9% |