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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,806 | $52,406+98.1% | $129,207-19.7% | $74,495+39.3% |
| Participation rate | 98.9% | 53.8%+45.1pp | 69.6%+29.3pp | 67.2%+31.7pp |
| Annual return | 14.55% | 15.66%-1.1pp | 9417.33%-9402.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,076 | $1,531+101.0% | $4,153-25.9% | $2,623+17.3% |
| Participant deferral / active EE | $5,429 | $2,794+94.3% | $4,168+30.3% | $4,346+24.9% |
| Admin fee / account holder | $12 | $2,633-99.6% | $7,715-99.8% | $1,942-99.4% |