Filed August 23, 2019
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 9-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,304 | $98,750-69.3% | $149,696-79.8% | $79,858-62.1% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 28.24% | 27.43%+0.8pp | 276.60%-248.4pp | 31.71%-3.5pp |
| Employer contribution / active EE | $3,024 | $3,216-6.0% | $4,644-34.9% | $2,471+22.4% |
| Participant deferral / active EE | $6,896 | $5,680+21.4% | $6,842+0.8% | $3,740+84.4% |
| Admin fee / account holder | $14 | $6,053-99.8% | $9,309-99.8% | $5,306-99.7% |