Filed November 25, 2019
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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,330 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 PO BOX 74987 · CHICAGO, IL 60675 | Advisory (Plan) | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,993 | $79,519+1.9% | $95,952-15.6% | $73,409+10.3% |
| Participation rate | 98.5% | 81.2%+17.4pp | 77.1%+21.5pp | 72.2%+26.4pp |
| Annual return | 14.03% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,498 | $2,048+22.0% | $2,541-1.7% | $2,234+11.8% |
| Participant deferral / active EE | $5,273 | $4,138+27.4% | $4,167+26.5% | $3,805+38.6% |
| Admin fee / account holder | $144 | $184-21.8% | $6,795-97.9% | $158-8.7% |