Filed April 8, 2022
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,878 | $52,293+29.8% | $178,490-62.0% | $73,409-7.5% |
| Participation rate | 98.8% | 65.3%+33.5pp | 81.9%+16.9pp | 72.2%+26.7pp |
| Annual return | 5.06% | 34.75%-29.7pp | 151.07%-146.0pp | 59.29%-54.2pp |
| Employer contribution / active EE | $978 | $1,735-43.6% | $5,011-80.5% | $2,234-56.2% |
| Participant deferral / active EE | $3,591 | $2,332+54.0% | $5,202-31.0% | $3,805-5.6% |
| Admin fee / account holder | $3 | $127-98.0% | $13,984-100.0% | $158-98.4% |