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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,855 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,575 | $102,197+27.8% | $142,449-8.3% | $74,419+75.5% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.8%+18.3pp | 70.7%+24.3pp |
| Annual return | 13.28% | 19.73%-6.5pp | 19.99%-6.7pp | 34.38%-21.1pp |
| Employer contribution / active EE | $6,309 | $5,052+24.9% | $4,847+30.2% | $2,637+139.2% |
| Participant deferral / active EE | $10,249 | $6,304+62.6% | $6,283+63.1% | $4,528+126.3% |
| Admin fee / account holder | $22 | $186-88.0% | $10,011-99.8% | $348-93.6% |