Filed February 4, 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $773,332 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $442,267 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,355 | $86,936+6.2% | $103,333-10.6% | $99,062-6.8% |
| Participation rate | 96.4% | 81.7%+14.8pp | 74.5%+21.9pp | 71.6%+24.8pp |
| Annual return | 15.39% | 14.99%+0.4pp | 24.88%-9.5pp | 17.66%-2.3pp |
| Employer contribution / active EE | $5,214 | $3,925+32.8% | $3,868+34.8% | $3,262+59.8% |
| Participant deferral / active EE | $8,420 | $3,825+120.1% | $5,057+66.5% | $5,331+57.9% |
| Admin fee / account holder | $103 | $140-26.9% | $8,355-98.8% | $109-5.9% |