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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,963 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,190 | $75,760-25.8% | $123,104-54.4% | $59,188-5.1% |
| Participation rate | 96.5% | 86.0%+10.4pp | 86.8%+9.7pp | 69.4%+27.0pp |
| Annual return | -0.23% | 2.93%-3.2pp | 13.22%-13.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,584 | $3,415-53.6% | $5,151-69.3% | $2,098-24.5% |
| Participant deferral / active EE | $3,441 | $5,000-31.2% | $6,230-44.8% | $3,265+5.4% |
| Admin fee / account holder | $7 | $61-88.7% | $9,015-99.9% | $92-92.6% |