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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $115,770 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,095 | $50,127+63.8% | $149,673-45.2% | $80,160+2.4% |
| Participation rate | 97.6% | 64.3%+33.3pp | 78.8%+18.8pp | 72.9%+24.6pp |
| Annual return | 17.84% | 29.82%-12.0pp | 134.42%-116.6pp | 40.38%-22.5pp |
| Employer contribution / active EE | $3,216 | $1,865+72.5% | $4,818-33.2% | $2,978+8.0% |
| Participant deferral / active EE | $5,999 | $3,194+87.8% | $5,680+5.6% | $5,017+19.6% |
| Admin fee / account holder | $105 | $153-30.9% | $13,210-99.2% | $145-27.2% |