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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $172,954 |
Service code 27 · EIN 20-8874382 | Advisory (Plan) | $25,000 |
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 | $61,719 | $45,382+36.0% | $154,107-60.0% | $75,289-18.0% |
| Participation rate | 98.9% | 65.9%+33.0pp | 83.0%+15.8pp | 72.4%+26.4pp |
| Annual return | -5.21% | -0.47%-4.7pp | 735.12%-740.3pp | -0.04%-5.2pp |
| Employer contribution / active EE | $3,050 | $1,533+99.0% | $5,298-42.4% | $2,405+26.8% |
| Participant deferral / active EE | $6,008 | $2,384+152.0% | $5,081+18.3% | $3,739+60.7% |
| Admin fee / account holder | $100 | $89+12.1% | $13,411-99.3% | $102-2.2% |