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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,886 | $104,475-67.6% | $159,436-78.7% | $79,386-57.3% |
| Participation rate | 92.9% | 76.6%+16.3pp | 82.8%+10.1pp | 70.7%+22.2pp |
| Annual return | 24.88% | 67.95%-43.1pp | 263.57%-238.7pp | 116.85%-92.0pp |
| Employer contribution / active EE | $2,324 | $3,417-32.0% | $4,829-51.9% | $2,427-4.3% |
| Participant deferral / active EE | $6,704 | $6,467+3.7% | $7,352-8.8% | $4,046+65.7% |
| Admin fee / account holder | $33 | $711-95.3% | $10,799-99.7% | $626-94.7% |