Filed May 10, 2021 (most recent of 2 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.5 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,167 | $92,090+87.0% | $106,201+62.1% | $77,671+121.7% |
| Participation rate | 97.6% | 81.0%+16.6pp | 75.3%+22.3pp | 70.6%+27.0pp |
| Annual return | 14.01% | 17.89%-3.9pp | 116.26%-102.3pp | 31.21%-17.2pp |
| Employer contribution / active EE | $5,784 | $3,368+71.7% | $3,170+82.5% | $2,726+112.1% |
| Participant deferral / active EE | $11,292 | $5,386+109.6% | $5,012+125.3% | $4,648+143.0% |
| Admin fee / account holder | $38 | $219-82.7% | $11,039-99.7% | $430-91.2% |