Filed April 1, 2021
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,162 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,221 | $37,196+121.0% | $154,107-46.6% | $55,725+47.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 83.0%+13.3pp | 70.9%+25.4pp |
| Annual return | -3.51% | 1319.68%-1323.2pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,162 | $1,614+33.9% | $5,298-59.2% | $2,078+4.0% |
| Participant deferral / active EE | $4,368 | $2,068+111.2% | $5,081-14.0% | $3,356+30.2% |
| Admin fee / account holder | $83 | $102-18.4% | $13,411-99.4% | $115-28.1% |