Filed February 16, 2018
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 7-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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,414 |
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 | $38,303 | $78,419-51.2% | $133,956-71.4% | $73,409-47.8% |
| Participation rate | 97.3% | 78.6%+18.7pp | 79.8%+17.5pp | 72.2%+25.2pp |
| Annual return | 21.93% | 33.35%-11.4pp | 45.09%-23.2pp | 59.29%-37.4pp |
| Employer contribution / active EE | $1,756 | $2,044-14.1% | $3,919-55.2% | $2,234-21.4% |
| Participant deferral / active EE | $6,129 | $3,925+56.2% | $5,048+21.4% | $3,805+61.1% |
| Admin fee / account holder | $16 | $161-90.4% | $8,927-99.8% | $158-90.2% |