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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,749 |
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 | $57,696 | $89,652-35.6% | $141,162-59.1% | $65,185-11.5% |
| Participation rate | 70.8% | 74.7%-3.9pp | 82.5%-11.7pp | 70.2%+0.6pp |
| Annual return | 26.24% | 32.79%-6.6pp | 71.39%-45.2pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,934 | $3,065-36.9% | $4,735-59.2% | $2,177-11.1% |
| Participant deferral / active EE | $6,139 | $5,691+7.9% | $6,709-8.5% | $3,514+74.7% |
| Admin fee / account holder | $46 | $569-91.9% | $10,261-99.5% | $847-94.5% |