Filed April 19, 2021 (most recent of 2 filings on file)
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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,938 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,407 | $62,127+299.8% | $81,382+205.2% | $74,495+233.5% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.5%+27.8pp | 67.2%+30.0pp |
| Annual return | 14.84% | 16.48%-1.6pp | 24.73%-9.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $15,191 | $1,882+707.0% | $2,463+516.8% | $2,623+479.1% |
| Participant deferral / active EE | $13,768 | $3,229+326.4% | $3,883+254.6% | $4,346+216.8% |
| Admin fee / account holder | $114 | $1,934-94.1% | $5,768-98.0% | $1,942-94.1% |