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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,052 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,841 |
REGIONAL ENTERPRISES1 year Filed as: REGIONAL ENTERPRISES INC. Service code 16 · EIN 39-1555837 | Consulting | $16,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,462 | $56,485+69.0% | $185,823-48.6% | $86,799+10.0% |
| Participation rate | 97.9% | 65.5%+32.5pp | 81.7%+16.2pp | 72.3%+25.7pp |
| Annual return | 13.52% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,794 | $1,843+51.6% | $5,167-45.9% | $2,405+16.2% |
| Participant deferral / active EE | $5,862 | $2,553+129.6% | $5,568+5.3% | $4,131+41.9% |
| Admin fee / account holder | $124 | $150-17.1% | $16,237-99.2% | $170-26.9% |