Filed February 7, 2020
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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,048 | $79,634+144.9% | $183,328+6.4% | $79,634+144.9% |
| Participation rate | 94.6% | 62.5%+32.1pp | 77.3%+17.3pp | 62.5%+32.1pp |
| Annual return | 46.89% | 36.46%+10.4pp | 29.67%+17.2pp | 36.46%+10.4pp |
| Employer contribution / active EE | $6,630 | $2,529+162.1% | $5,055+31.2% | $2,529+162.1% |
| Participant deferral / active EE | $11,001 | $3,835+186.9% | $6,795+61.9% | $3,835+186.9% |
| Admin fee / account holder | $35 | $1,002-96.5% | $21,427-99.8% | $1,002-96.5% |