Filed February 17, 2020
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 5-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 51 · EIN 23-1945930 | Investment Mgmt Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,205 | $133,040+21.2% | $119,258+35.2% | $79,386+103.1% |
| Participation rate | 96.5% | 80.9%+15.6pp | 82.7%+13.7pp | 70.7%+25.8pp |
| Annual return | 14.37% | 20.05%-5.7pp | 30.69%-16.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $12,795 | $4,390+191.5% | $4,384+191.8% | $2,427+427.1% |
| Participant deferral / active EE | $7,511 | $6,448+16.5% | $6,111+22.9% | $4,046+85.7% |
| Admin fee / account holder | $6 | $686-99.1% | $7,226-99.9% | $626-99.0% |