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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,316 |
CHERRY BEKAERT LLP4+ years Service code 10 · EIN 56-0574444 | Accounting | $20,021 |
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 | $57,052 | $45,382+25.7% | $154,107-63.0% | $75,289-24.2% |
| Participation rate | 84.5% | 65.9%+18.6pp | 83.0%+1.5pp | 72.4%+12.1pp |
| Annual return | -4.66% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,855 | $1,533+151.5% | $5,298-27.2% | $2,405+60.3% |
| Participant deferral / active EE | $3,147 | $2,384+32.0% | $5,081-38.0% | $3,739-15.8% |
| Admin fee / account holder | $65 | $89-27.6% | $13,411-99.5% | $102-36.8% |