Filed February 18, 2016
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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $268,895 |
SAGEPOINT FINANCIAL INC5 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $67,973 |
Filed as: ONEDIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $40,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 16 · EIN 94-1737782 | Consulting | $345 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $646,347 | $241,101+168.1% | $103,333+525.5% | $199,593+223.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.4pp | 72.0%+28.0pp |
| Annual return | 23.58% | 17.80%+5.8pp | 24.88%-1.3pp | 34.25%-10.7pp |
| Employer contribution / active EE | $17,229 | $4,244+305.9% | $3,868+345.4% | $3,034+467.8% |
| Participant deferral / active EE | $5,180 | $3,958+30.9% | $5,057+2.4% | $5,087+1.8% |
| Admin fee / account holder | $16 | $288-94.6% | $8,355-99.8% | $269-94.2% |