Filed May 10, 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 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,946 |
NFP RETIREMENT INC4 years Service code 16 · EIN 33-0905143 | Consulting | $120,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $103,674 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,150 | $122,186+40.1% | $146,958+16.5% | $199,593-14.3% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 15.43% | 30.56%-15.1pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $5,294 | $4,093+29.3% | $4,933+7.3% | $3,034+74.5% |
| Participant deferral / active EE | $10,797 | $8,502+27.0% | $8,070+33.8% | $5,087+112.2% |
| Admin fee / account holder | $213 | $179+19.0% | $12,998-98.4% | $269-20.9% |