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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,613 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $75,000 |
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 | $69,978 | $47,456+47.5% | $172,739-59.5% | $77,787-10.0% |
| Participation rate | 98.5% | 66.3%+32.3pp | 82.6%+15.9pp | 73.2%+25.3pp |
| Annual return | 22.27% | 35.57%-13.3pp | 802.84%-780.6pp | 32.57%-10.3pp |
| Employer contribution / active EE | $3,118 | $1,574+98.1% | $5,143-39.4% | $2,504+24.5% |
| Participant deferral / active EE | $6,135 | $2,560+139.7% | $5,198+18.0% | $3,967+54.6% |
| Admin fee / account holder | $98 | $81+21.6% | $13,954-99.3% | $100-1.7% |