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.5+ 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 | $199,908 | $155,364+28.7% | $103,476+93.2% | $77,643+157.5% |
| Participation rate | 96.0% | 85.5%+10.5pp | 80.5%+15.5pp | 70.6%+25.5pp |
| Annual return | 15.96% | 19.02%-3.1pp | 23.90%-7.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $12,900 | $5,949+116.8% | $4,672+176.1% | $2,726+373.3% |
| Participant deferral / active EE | $8,271 | $8,482-2.5% | $6,623+24.9% | $4,647+78.0% |
| Admin fee / account holder | $6 | $503-98.8% | $9,413-99.9% | $430-98.6% |