Filed January 20, 2022
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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,987 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,327 | $61,052+23.4% | $142,863-47.3% | $79,386-5.1% |
| Participation rate | 95.4% | 60.1%+35.3pp | 71.9%+23.5pp | 70.7%+24.7pp |
| Annual return | 11.32% | 16.02%-4.7pp | 5637.54%-5626.2pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,931 | $1,481+30.4% | $4,144-53.4% | $2,427-20.4% |
| Participant deferral / active EE | $5,389 | $2,879+87.2% | $3,837+40.4% | $4,046+33.2% |
| Admin fee / account holder | $101 | $659-84.6% | $6,560-98.5% | $626-83.8% |