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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,720 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,171 | $72,448+79.7% | $118,746+9.6% | $69,631+86.9% |
| Participation rate | 98.7% | 79.7%+19.1pp | 78.3%+20.5pp | 70.7%+28.1pp |
| Annual return | 11.26% | 19.06%-7.8pp | 24.54%-13.3pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $6,543 | $3,771+73.5% | $4,193+56.0% | $2,032+222.0% |
| Participant deferral / active EE | $10,570 | $4,943+113.9% | $5,332+98.2% | $3,224+227.9% |
| Admin fee / account holder | $13 | $99-87.3% | $10,720-99.9% | $110-88.6% |