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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $125,059 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $54,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,578 | $57,610+83.3% | $154,803-31.8% | $102,872+2.6% |
| Participation rate | 94.3% | 59.5%+34.8pp | 78.1%+16.2pp | 73.0%+21.2pp |
| Annual return | 18.96% | 30.49%-11.5pp | 58.88%-39.9pp | 19.06%-0.1pp |
| Employer contribution / active EE | $3,154 | $1,883+67.5% | $4,305-26.7% | $3,526-10.6% |
| Participant deferral / active EE | $6,605 | $2,914+126.6% | $5,540+19.2% | $5,535+19.3% |
| Admin fee / account holder | $113 | $368-69.2% | $14,329-99.2% | $292-61.2% |