Filed August 29, 2018 (most recent of 6 filings on file)
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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $479,281 |
PW PARTNERS1 year Filed as: GO 2 PARTNERS Service code 38 · EIN 36-4053683 | Participant Communication | $17,229 |
HUBSPOT, INC.1 year Filed as: HUBSPOT, INC Service code 38 · EIN 20-2632791 | Participant Communication | $11,873 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,394 | $104,697-46.1% | $96,544-41.6% | $80,160-29.6% |
| Participation rate | 76.0% | 86.4%-10.4pp | 76.0%0pp | 72.9%+3.1pp |
| Annual return | -1.82% | 21.78%-23.6pp | 25.84%-27.7pp | 40.38%-42.2pp |
| Employer contribution / active EE | $2,135 | $3,536-39.6% | $2,965-28.0% | $2,978-28.3% |
| Participant deferral / active EE | $3,642 | $6,188-41.1% | $4,851-24.9% | $5,017-27.4% |
| Admin fee / account holder | $72 | $107-32.2% | $8,252-99.1% | $145-50.1% |