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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $253,787 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $78,587 |
Service code 16 · EIN 33-0818667 | Consulting | $10,609 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,112 | $50,127+61.8% | $149,673-45.8% | $80,160+1.2% |
| Participation rate | 97.4% | 64.3%+33.1pp | 78.8%+18.6pp | 72.9%+24.4pp |
| Annual return | 19.21% | 29.82%-10.6pp | 134.42%-115.2pp | 40.38%-21.2pp |
| Employer contribution / active EE | $3,454 | $1,865+85.2% | $4,818-28.3% | $2,978+16.0% |
| Participant deferral / active EE | $7,518 | $3,194+135.4% | $5,680+32.4% | $5,017+49.8% |
| Admin fee / account holder | $105 | $153-31.4% | $13,210-99.2% | $145-27.7% |