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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,381 | $58,290+61.9% | $98,442-4.1% | $86,799+8.7% |
| Participation rate | 96.3% | 68.3%+28.0pp | 73.3%+23.0pp | 72.3%+24.0pp |
| Annual return | 17.60% | 43.48%-25.9pp | 1492.73%-1475.1pp | 97.91%-80.3pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,264 | $3,152+193.9% | $4,276+116.6% | $4,131+124.3% |
| Admin fee / account holder | $2 | $138-98.3% | $5,949-100.0% | $170-98.7% |