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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,485 |
FIDUCIENT ADVISORS LLC1 year Service code 50 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Direct Payment | $27,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,729 | $99,078-11.5% | $96,544-9.1% | $74,419+17.9% |
| Participation rate | 98.2% | 80.7%+17.5pp | 76.0%+22.2pp | 70.7%+27.5pp |
| Annual return | 16.78% | 22.48%-5.7pp | 25.84%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,915 | $2,570+52.3% | $2,965+32.0% | $2,637+48.4% |
| Participant deferral / active EE | $6,626 | $4,933+34.3% | $4,851+36.6% | $4,528+46.3% |
| Admin fee / account holder | $168 | $225-25.1% | $8,252-98.0% | $348-51.6% |