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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,413 |
HAYNIE & COMPANY3 years Filed as: HAYNIE AND COMPANY Service code 10 1221 W MINERAL AVE · LITTLETON, CO 80120 | Accounting | $13,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,252 | $101,317-54.3% | $146,958-68.5% | $74,495-37.9% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 17.84% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,743 | $3,810-28.0% | $4,933-44.4% | $2,623+4.6% |
| Participant deferral / active EE | $7,873 | $7,303+7.8% | $8,070-2.4% | $4,346+81.2% |
| Admin fee / account holder | $147 | $1,739-91.5% | $12,998-98.9% | $1,942-92.4% |