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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $525 |
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 | $91,833 | $53,901+70.4% | $134,143-31.5% | $73,488+25.0% |
| Participation rate | 99.4% | 62.8%+36.6pp | 72.2%+27.3pp | 70.7%+28.7pp |
| Annual return | 13.28% | 15.82%-2.5pp | 36.33%-23.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,689 | $1,458+84.4% | $3,704-27.4% | $2,270+18.5% |
| Participant deferral / active EE | $4,588 | $2,739+67.5% | $3,499+31.1% | $3,740+22.7% |
| Admin fee / account holder | $2 | $581-99.6% | $6,684-100.0% | $513-99.6% |