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.4+ 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 | $176,446 | $101,955+73.1% | $112,887+56.3% | $71,457+146.9% |
| Participation rate | 95.1% | 82.1%+13.0pp | 80.5%+14.6pp | 67.9%+27.1pp |
| Annual return | 18.21% | 28.92%-10.7pp | 34.10%-15.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $12,223 | $4,743+157.7% | $4,563+167.8% | $2,588+372.3% |
| Participant deferral / active EE | $8,063 | $6,771+19.1% | $6,513+23.8% | $4,289+88.0% |
| Admin fee / account holder | $10 | $1,395-99.3% | $7,047-99.9% | $1,587-99.4% |