Filed July 1, 2015
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,012 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,799 | $89,436+29.5% | $164,813-29.7% | $77,643+49.1% |
| Participation rate | 96.0% | 78.6%+17.3pp | 78.6%+17.3pp | 70.6%+25.4pp |
| Annual return | 12.53% | 28.83%-16.3pp | 69.93%-57.4pp | 31.24%-18.7pp |
| Employer contribution / active EE | $4,124 | $2,569+60.5% | $4,341-5.0% | $2,726+51.3% |
| Participant deferral / active EE | $6,095 | $4,897+24.5% | $6,031+1.1% | $4,647+31.2% |
| Admin fee / account holder | $77 | $339-77.3% | $12,690-99.4% | $430-82.1% |