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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,846 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,909 | $110,299-79.2% | $102,423-77.6% | $199,593-88.5% |
| Participation rate | 78.9% | 86.3%-7.3pp | 76.5%+2.5pp | 72.0%+7.0pp |
| Annual return | 21.93% | 35.73%-13.8pp | 29.32%-7.4pp | 34.25%-12.3pp |
| Employer contribution / active EE | $2,814 | $3,603-21.9% | $3,023-6.9% | $3,034-7.3% |
| Participant deferral / active EE | $3,754 | $6,376-41.1% | $5,053-25.7% | $5,087-26.2% |
| Admin fee / account holder | $19 | $122-84.7% | $9,451-99.8% | $269-93.0% |