Filed July 21, 2017
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $550 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,238 | $44,221+52.1% | $121,196-44.5% | $56,287+19.5% |
| Participation rate | 99.0% | 61.1%+37.9pp | 71.7%+27.2pp | 69.9%+29.1pp |
| Annual return | -5.67% | -3.58%-2.1pp | 16.93%-22.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,630 | $1,480+77.8% | $4,022-34.6% | $2,111+24.6% |
| Participant deferral / active EE | $4,236 | $2,521+68.0% | $3,344+26.7% | $3,350+26.5% |
| Admin fee / account holder | $2 | $480-99.6% | $5,019-100.0% | $521-99.6% |