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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $219,380 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,269 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $25,000 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,656 | $45,000+59.2% | $143,757-50.2% | $77,904-8.0% |
| Participation rate | 97.6% | 66.8%+30.8pp | 80.3%+17.3pp | 73.7%+23.9pp |
| Annual return | -16.11% | 29.03%-45.1pp | -0.04%-16.1pp | 12.21%-28.3pp |
| Employer contribution / active EE | $3,543 | $1,870+89.5% | $4,951-28.4% | $2,848+24.4% |
| Participant deferral / active EE | $7,375 | $3,157+133.6% | $5,637+30.8% | $4,806+53.5% |
| Admin fee / account holder | $106 | $98+8.1% | $14,673-99.3% | $133-19.7% |