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 | $124,732+56.4% | $180,183+8.3% | $85,563+128.0% |
| Participation rate | 94.6% | 83.2%+11.4pp | 77.4%+17.2pp | 66.0%+28.6pp |
| Annual return | 46.89% | 17.73%+29.2pp | 27.86%+19.0pp | 31.51%+15.4pp |
| Employer contribution / active EE | $6,630 | $5,370+23.5% | $5,039+31.6% | $2,654+149.9% |
| Participant deferral / active EE | $11,001 | $7,763+41.7% | $6,822+61.2% | $4,375+151.4% |
| Admin fee / account holder | $35 | $294-88.1% | $19,975-99.8% | $834-95.8% |