Filed February 2, 2017
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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,976 |
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 | $91,656 | $90,410+1.4% | $91,001+0.7% | $77,958+17.6% |
| Participation rate | 99.0% | 86.4%+12.6pp | 75.6%+23.4pp | 71.6%+27.4pp |
| Annual return | 23.34% | 21.34%+2.0pp | 4.60%+18.7pp | 20.87%+2.5pp |
| Employer contribution / active EE | $6,760 | $3,392+99.3% | $2,456+175.3% | $2,310+192.6% |
| Participant deferral / active EE | $10,552 | $4,816+119.1% | $3,547+197.5% | $3,537+198.4% |
| Admin fee / account holder | $19 | $79-76.6% | $5,417-99.7% | $97-81.0% |