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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,850 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,543 | $49,915+79.4% | $154,803-42.2% | $74,304+20.5% |
| Participation rate | 95.6% | 54.0%+41.7pp | 78.1%+17.5pp | 60.3%+35.3pp |
| Annual return | 10.75% | 34.06%-23.3pp | 58.88%-48.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $1,267 | $1,611-21.4% | $4,305-70.6% | $2,241-43.5% |
| Participant deferral / active EE | $4,651 | $2,255+106.3% | $5,540-16.1% | $3,767+23.5% |
| Admin fee / account holder | $13 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |