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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $122,018 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $45,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,221 | $53,136+71.7% | $155,509-41.3% | $199,593-54.3% |
| Participation rate | 97.0% | 64.1%+32.9pp | 78.2%+18.8pp | 72.0%+25.0pp |
| Annual return | 14.06% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $3,338 | $1,851+80.4% | $4,672-28.6% | $3,034+10.0% |
| Participant deferral / active EE | $6,326 | $3,161+100.1% | $5,626+12.4% | $5,087+24.4% |
| Admin fee / account holder | $112 | $185-39.5% | $15,912-99.3% | $269-58.3% |