Filed February 5, 2018 (most recent of 3 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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,727 | $69,823-54.6% | $77,163-58.9% | $74,419-57.4% |
| Participation rate | 93.0% | 70.0%+23.0pp | 69.6%+23.5pp | 70.7%+22.3pp |
| Annual return | 15.89% | 19.98%-4.1pp | 37.87%-22.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,021 | $2,150-52.5% | $2,535-59.7% | $2,637-61.3% |
| Participant deferral / active EE | $2,304 | $3,558-35.2% | $3,833-39.9% | $4,528-49.1% |
| Admin fee / account holder | $71 | $398-82.1% | $5,472-98.7% | $348-79.5% |