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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,489 | $48,335+83.1% | $121,098-26.9% | $71,457+23.8% |
| Participation rate | 97.4% | 54.3%+43.1pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | 19.10% | 23.32%-4.2pp | 985.75%-966.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,856 | $1,489+91.8% | $4,164-31.4% | $2,588+10.4% |
| Participant deferral / active EE | $5,103 | $2,754+85.3% | $4,080+25.1% | $4,289+19.0% |
| Admin fee / account holder | $1 | $1,841-100.0% | $5,644-100.0% | $1,587-99.9% |