Filed January 4, 2021
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 | $329,442 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,101 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,568 | $110,299-20.6% | $102,423-14.5% | $199,593-56.1% |
| Participation rate | 93.5% | 86.3%+7.2pp | 76.5%+17.0pp | 72.0%+21.5pp |
| Annual return | 12.80% | 35.73%-22.9pp | 29.32%-16.5pp | 34.25%-21.4pp |
| Employer contribution / active EE | $1,987 | $3,603-44.8% | $3,023-34.3% | $3,034-34.5% |
| Participant deferral / active EE | $6,451 | $6,376+1.2% | $5,053+27.7% | $5,087+26.8% |
| Admin fee / account holder | $54 | $122-55.7% | $9,451-99.4% | $269-79.9% |