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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,591 | $45,602+70.1% | $117,472-33.9% | $66,914+16.0% |
| Participation rate | 97.2% | 57.6%+39.6pp | 70.6%+26.6pp | 69.8%+27.4pp |
| Annual return | -16.19% | -16.74%+0.5pp | 29.74%-45.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,591 | $1,579+64.1% | $4,176-38.0% | $2,544+1.8% |
| Participant deferral / active EE | $5,075 | $2,845+78.4% | $4,070+24.7% | $4,237+19.8% |
| Admin fee / account holder | $1 | $661-99.9% | $5,645-100.0% | $593-99.9% |