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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,789 | $72,482+72.2% | $129,110-3.3% | $64,808+92.6% |
| Participation rate | 95.9% | 79.2%+16.7pp | 77.3%+18.7pp | 71.5%+24.5pp |
| Annual return | -11.79% | -9.08%-2.7pp | -10.94%-0.8pp | 32.82%-44.6pp |
| Employer contribution / active EE | $6,330 | $4,247+49.0% | $5,052+25.3% | $2,506+152.6% |
| Participant deferral / active EE | $10,494 | $5,679+84.8% | $6,542+60.4% | $4,310+143.5% |
| Admin fee / account holder | $22 | $144-84.7% | $14,302-99.8% | $188-88.2% |