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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,899 | $104,919+34.3% | $116,228+21.2% | $85,563+64.7% |
| Participation rate | 97.2% | 78.6%+18.6pp | 74.6%+22.7pp | 66.0%+31.2pp |
| Annual return | 16.66% | 15.38%+1.3pp | 90.06%-73.4pp | 31.51%-14.9pp |
| Employer contribution / active EE | $4,947 | $3,485+41.9% | $2,994+65.2% | $2,654+86.4% |
| Participant deferral / active EE | $8,209 | $5,306+54.7% | $4,953+65.7% | $4,375+87.6% |
| Admin fee / account holder | $132 | $429-69.2% | $11,989-98.9% | $834-84.2% |