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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,046 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 PO BOX 74987 · CHICAGO, IL 60661 | Advisory (Plan) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,261 | $72,254-2.8% | $86,677-18.9% | $64,808+8.4% |
| Participation rate | 98.3% | 80.4%+17.8pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | -15.81% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,883 | $2,393+62.3% | $2,836+36.9% | $2,506+55.0% |
| Participant deferral / active EE | $6,734 | $4,658+44.6% | $4,656+44.6% | $4,310+56.2% |
| Admin fee / account holder | $182 | $174+4.6% | $7,493-97.6% | $188-3.1% |