Filed April 28, 2020
Total covered: 6 employees
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 6-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 | $15,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,021 | $64,119-37.6% | $112,228-64.3% | $66,914-40.2% |
| Participation rate | 82.1% | 68.5%+13.6pp | 75.1%+7.0pp | 69.8%+12.3pp |
| Annual return | -16.84% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,527 | $3,005-15.9% | $3,635-30.5% | $2,544-0.7% |
| Participant deferral / active EE | $6,554 | $3,693+77.5% | $4,728+38.6% | $4,237+54.7% |
| Admin fee / account holder | $83 | $625-86.7% | $6,410-98.7% | $593-86.0% |