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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,656 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,227 | $91,372+20.6% | $129,995-15.2% | $74,419+48.1% |
| Participation rate | 94.1% | 77.8%+16.3pp | 78.5%+15.6pp | 70.7%+23.4pp |
| Annual return | 15.92% | 23.21%-7.3pp | -137.18%+153.1pp | 34.38%-18.5pp |
| Employer contribution / active EE | $6,839 | $2,563+166.8% | $4,320+58.3% | $2,637+159.3% |
| Participant deferral / active EE | $6,370 | $4,721+34.9% | $5,820+9.4% | $4,528+40.7% |
| Admin fee / account holder | $73 | $283-74.2% | $10,614-99.3% | $348-79.0% |