Filed January 5, 2022
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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $290,729 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $110,989 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $71,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,259 | $53,136+66.1% | $155,509-43.2% | $199,593-55.8% |
| Participation rate | 97.4% | 64.1%+33.4pp | 78.2%+19.3pp | 72.0%+25.5pp |
| Annual return | 14.03% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $3,668 | $1,851+98.2% | $4,672-21.5% | $3,034+20.9% |
| Participant deferral / active EE | $8,134 | $3,161+157.3% | $5,626+44.6% | $5,087+59.9% |
| Admin fee / account holder | $136 | $185-26.6% | $15,912-99.1% | $269-49.4% |