Filed October 23, 2014
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 8-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,604 | $60,323+36.9% | $81,812+1.0% | $74,495+10.9% |
| Participation rate | 96.8% | 62.9%+33.9pp | 72.3%+24.4pp | 67.2%+29.6pp |
| Annual return | 15.93% | 16.90%-1.0pp | 773.79%-757.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $7,222 | $2,620+175.6% | $2,912+148.0% | $2,623+175.3% |
| Participant deferral / active EE | $9,531 | $3,387+181.4% | $4,319+120.7% | $4,346+119.3% |
| Admin fee / account holder | $33 | $1,486-97.8% | $7,386-99.6% | $1,942-98.3% |