Filed July 18, 2016
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 6-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,040 | $93,131+26.7% | $106,548+10.8% | $86,799+36.0% |
| Participation rate | 95.8% | 81.4%+14.4pp | 76.1%+19.7pp | 72.3%+23.6pp |
| Annual return | 14.49% | 19.45%-5.0pp | 26.80%-12.3pp | 97.91%-83.4pp |
| Employer contribution / active EE | $4,351 | $2,895+50.3% | $2,819+54.4% | $2,405+80.9% |
| Participant deferral / active EE | $6,544 | $4,708+39.0% | $4,398+48.8% | $4,131+58.4% |
| Admin fee / account holder | $118 | $145-18.8% | $7,407-98.4% | $170-30.5% |