Filed August 28, 2019
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 9-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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,209 | $58,923+3.9% | $97,167-37.0% | $74,546-17.9% |
| Participation rate | 57.9% | 63.6%-5.6pp | 72.7%-14.7pp | 67.2%-9.3pp |
| Annual return | 25.33% | 16.04%+9.3pp | 75.27%-49.9pp | 1366.03%-1340.7pp |
| Employer contribution / active EE | $2,424 | $1,894+28.0% | $2,729-11.2% | $2,624-7.6% |
| Participant deferral / active EE | $5,418 | $3,664+47.8% | $4,264+27.1% | $4,347+24.6% |
| Admin fee / account holder | $39 | $1,974-98.0% | $5,650-99.3% | $1,944-98.0% |