Filed February 3, 2021
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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,104,413 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $844,428 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,269 | $107,662+37.7% | $159,436-7.0% | $106,520+39.2% |
| Participation rate | 98.4% | 69.4%+29.0pp | 82.8%+15.6pp | 71.3%+27.1pp |
| Annual return | 15.06% | 22.17%-7.1pp | 263.57%-248.5pp | 19.28%-4.2pp |
| Employer contribution / active EE | $4,074 | $2,741+48.6% | $4,829-15.6% | $2,840+43.4% |
| Participant deferral / active EE | $11,575 | $6,799+70.2% | $7,352+57.4% | $4,948+133.9% |
| Admin fee / account holder | $121 | $69+75.7% | $10,799-98.9% | $75+61.8% |