Filed November 17, 2020 (most recent of 5 filings on file)
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,603 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,604 | $111,608-12.5% | $177,821-45.1% | $73,409+33.0% |
| Participation rate | 98.6% | 87.9%+10.7pp | 87.7%+10.8pp | 72.2%+26.4pp |
| Annual return | 14.46% | 18.23%-3.8pp | 48.32%-33.9pp | 59.29%-44.8pp |
| Employer contribution / active EE | $3,580 | $3,796-5.7% | $5,918-39.5% | $2,234+60.3% |
| Participant deferral / active EE | $5,297 | $6,199-14.6% | $7,714-31.3% | $3,805+39.2% |
| Admin fee / account holder | $43 | $166-74.3% | $12,427-99.7% | $158-73.0% |