Filed March 28, 2021
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,590 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,698 | $112,315+9.2% | $81,367+50.8% | $55,191+122.3% |
| Participation rate | 92.1% | 88.0%+4.1pp | 82.3%+9.8pp | 69.2%+23.0pp |
| Annual return | 2.82% | 0.62%+2.2pp | -0.92%+3.7pp | 10.78%-8.0pp |
| Employer contribution / active EE | $4,482 | $4,239+5.7% | $3,930+14.1% | $1,899+136.0% |
| Participant deferral / active EE | $7,737 | $6,435+20.2% | $5,383+43.7% | $3,046+154.0% |
| Admin fee / account holder | $61 | $83-27.4% | $8,926-99.3% | $91-33.3% |