Filed December 16, 2020 (most recent of 2 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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,158 |
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 | $122,962 | $47,722+157.7% | $82,719+48.6% | $64,808+89.7% |
| Participation rate | 85.0% | 67.6%+17.3pp | 72.6%+12.4pp | 71.5%+13.5pp |
| Annual return | -17.55% | -13.05%-4.5pp | 701.18%-718.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $9,738 | $2,179+346.9% | $3,009+223.6% | $2,506+288.6% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $42 | $143-70.6% | $5,329-99.2% | $188-77.6% |