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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,177 |
Filed as: KESTRA ADVISORY SERVICES. Service code 17 · EIN 35-2552359 | Pension Consulting | $5,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,184 | $91,407-61.5% | $135,903-74.1% | $71,457-50.8% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+16.9pp | 67.9%+30.9pp |
| Annual return | 26.28% | 29.90%-3.6pp | 68.23%-42.0pp | 28.85%-2.6pp |
| Employer contribution / active EE | $3,653 | $3,703-1.4% | $4,856-24.8% | $2,588+41.2% |
| Participant deferral / active EE | $8,922 | $7,092+25.8% | $7,758+15.0% | $4,289+108.0% |
| Admin fee / account holder | $55 | $1,266-95.7% | $10,762-99.5% | $1,587-96.5% |