Filed May 4, 2021 (most recent of 4 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $281,980 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $127,496 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,653 | $122,693-23.7% | $184,203-49.2% | $199,593-53.1% |
| Participation rate | 97.1% | 86.8%+10.3pp | 86.8%+10.3pp | 72.0%+25.1pp |
| Annual return | 14.23% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,120 | $4,584-10.1% | $6,427-35.9% | $3,034+35.8% |
| Participant deferral / active EE | $7,721 | $7,990-3.4% | $9,131-15.4% | $5,087+51.8% |
| Admin fee / account holder | $93 | $121-22.5% | $13,901-99.3% | $269-65.2% |