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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,301 |
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 | $83,752 | $46,722+79.3% | $130,648-35.9% | $65,185+28.5% |
| Participation rate | 98.4% | 60.9%+37.5pp | 71.7%+26.7pp | 70.2%+28.2pp |
| Annual return | 24.54% | 24.17%+0.4pp | 1708.96%-1684.4pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,672 | $1,488+79.6% | $4,092-34.7% | $2,177+22.7% |
| Participant deferral / active EE | $4,382 | $2,545+72.2% | $3,603+21.6% | $3,514+24.7% |
| Admin fee / account holder | $9 | $453-98.1% | $5,464-99.8% | $847-99.0% |