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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,702 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,412 | $71,142+41.1% | $119,609-16.0% | $64,808+54.9% |
| Participation rate | 92.2% | 78.6%+13.5pp | 79.3%+12.9pp | 71.5%+20.7pp |
| Annual return | -14.68% | -10.01%-4.7pp | -14.97%+0.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $6,327 | $2,497+153.3% | $4,232+49.5% | $2,506+152.5% |
| Participant deferral / active EE | $6,318 | $4,490+40.7% | $5,602+12.8% | $4,310+46.6% |
| Admin fee / account holder | $73 | $162-54.8% | $10,323-99.3% | $188-61.0% |