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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,322 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,732 | $45,000+66.1% | $143,757-48.0% | $77,904-4.1% |
| Participation rate | 98.3% | 66.8%+31.5pp | 80.3%+18.0pp | 73.7%+24.7pp |
| Annual return | -13.45% | 29.03%-42.5pp | -0.04%-13.4pp | 12.21%-25.7pp |
| Employer contribution / active EE | $3,196 | $1,870+70.9% | $4,951-35.5% | $2,848+12.2% |
| Participant deferral / active EE | $5,965 | $3,157+89.0% | $5,637+5.8% | $4,806+24.1% |
| Admin fee / account holder | $106 | $98+7.2% | $14,673-99.3% | $133-20.4% |