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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,727 | $65,061+22.5% | $143,757-44.5% | $66,914+19.1% |
| Participation rate | 96.8% | 65.2%+31.6pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -10.91% | -11.14%+0.2pp | -0.04%-10.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $1,148 | $2,361-51.4% | $4,951-76.8% | $2,544-54.9% |
| Participant deferral / active EE | $4,323 | $2,919+48.1% | $5,637-23.3% | $4,237+2.0% |
| Admin fee / account holder | $16 | $502-96.7% | $14,673-99.9% | $593-97.2% |