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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,925 |
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 | $90,562 | $61,156+48.1% | $185,823-51.3% | $79,386+14.1% |
| Participation rate | 99.1% | 66.6%+32.5pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 29.19% | 19.45%+9.7pp | 122.05%-92.9pp | 116.85%-87.7pp |
| Employer contribution / active EE | $1,161 | $2,321-50.0% | $5,167-77.5% | $2,427-52.2% |
| Participant deferral / active EE | $4,161 | $2,789+49.2% | $5,568-25.3% | $4,046+2.8% |
| Admin fee / account holder | $16 | $710-97.8% | $16,237-99.9% | $626-97.5% |