Filed December 17, 2020
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,163 |
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 | $51,713 | $80,753-36.0% | $136,294-62.1% | $62,292-17.0% |
| Participation rate | 71.1% | 73.5%-2.4pp | 81.9%-10.8pp | 69.5%+1.6pp |
| Annual return | 19.37% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,928 | $2,884-33.2% | $4,695-58.9% | $2,042-5.6% |
| Participant deferral / active EE | $6,891 | $5,164+33.4% | $6,247+10.3% | $3,169+117.4% |
| Admin fee / account holder | $63 | $525-88.1% | $9,243-99.3% | $479-86.9% |