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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,200 | $61,052+69.0% | $142,863-27.8% | $79,386+30.0% |
| Participation rate | 98.7% | 60.1%+38.6pp | 71.9%+26.7pp | 70.7%+28.0pp |
| Annual return | 17.77% | 16.02%+1.8pp | 5637.54%-5619.8pp | 116.85%-99.1pp |
| Employer contribution / active EE | $3,031 | $1,481+104.7% | $4,144-26.8% | $2,427+24.9% |
| Participant deferral / active EE | $5,225 | $2,879+81.5% | $3,837+36.2% | $4,046+29.1% |
| Admin fee / account holder | $2 | $659-99.8% | $6,560-100.0% | $626-99.8% |