Filed May 5, 2021
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 | $14,065 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,237 | $99,078-52.3% | $96,544-51.1% | $74,419-36.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.0%+19.7pp | 70.7%+24.9pp |
| Annual return | 21.97% | 22.48%-0.5pp | 25.84%-3.9pp | 34.38%-12.4pp |
| Employer contribution / active EE | $4,557 | $2,570+77.3% | $2,965+53.7% | $2,637+72.8% |
| Participant deferral / active EE | $8,421 | $4,933+70.7% | $4,851+73.6% | $4,528+86.0% |
| Admin fee / account holder | $20 | $225-91.1% | $8,252-99.8% | $348-94.3% |