Filed January 17, 2019
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 3-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 | $55,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,764 | $88,890-31.6% | $102,423-40.7% | $77,643-21.7% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+21.0pp |
| Annual return | 13.37% | 24.98%-11.6pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,705 | $2,698-36.8% | $3,023-43.6% | $2,726-37.5% |
| Participant deferral / active EE | $4,534 | $5,145-11.9% | $5,053-10.3% | $4,647-2.4% |
| Admin fee / account holder | $72 | $235-69.4% | $9,451-99.2% | $430-83.2% |