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.3+ 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 | $138,043 | $99,016+39.4% | $93,789+47.2% | $66,914+106.3% |
| Participation rate | 94.0% | 82.1%+11.8pp | 81.0%+13.0pp | 69.8%+24.2pp |
| Annual return | -15.42% | -14.59%-0.8pp | -11.33%-4.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $12,683 | $4,769+165.9% | $4,323+193.4% | $2,544+398.5% |
| Participant deferral / active EE | $8,024 | $6,689+20.0% | $6,094+31.7% | $4,237+89.4% |
| Admin fee / account holder | $29 | $477-93.9% | $7,195-99.6% | $593-95.1% |