Filed March 22, 2018
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,711 |
CHERRY BEKAERT LLP2+ years Service code 10 · EIN 56-0574444 | Accounting | $13,994 |
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 | $45,300 | $37,213+21.7% | $156,549-71.1% | $63,975-29.2% |
| Participation rate | 95.7% | 65.0%+30.7pp | 84.0%+11.6pp | 71.1%+24.5pp |
| Annual return | 72.25% | 47.89%+24.4pp | 32.23%+40.0pp | 48.65%+23.6pp |
| Employer contribution / active EE | $3,179 | $1,357+134.3% | $5,501-42.2% | $2,182+45.7% |
| Participant deferral / active EE | $1,935 | $2,070-6.5% | $4,871-60.3% | $3,356-42.3% |
| Admin fee / account holder | $48 | $56-14.1% | $13,027-99.6% | $70-31.3% |