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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,257 | $66,750+83.2% | $105,722+15.6% | $57,658+112.0% |
| Participation rate | 96.0% | 79.2%+16.8pp | 78.9%+17.1pp | 70.2%+25.8pp |
| Annual return | 23.47% | 10.99%+12.5pp | 12.25%+11.2pp | 5.13%+18.3pp |
| Employer contribution / active EE | $6,082 | $3,766+61.5% | $4,079+49.1% | $1,974+208.2% |
| Participant deferral / active EE | $9,838 | $4,933+99.4% | $5,326+84.7% | $3,061+221.4% |
| Admin fee / account holder | $17 | $88-80.1% | $8,308-99.8% | $95-81.5% |