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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,274 |
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 | $88,680 | $134,045-33.8% | $80,019+10.8% | $75,289+17.8% |
| Participation rate | 98.5% | 85.8%+12.7pp | 75.8%+22.6pp | 72.4%+26.1pp |
| Annual return | -3.39% | -0.56%-2.8pp | 11.22%-14.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $8,824 | $3,492+152.7% | $2,468+257.6% | $2,405+266.9% |
| Participant deferral / active EE | $11,933 | $4,976+139.8% | $3,686+223.8% | $3,739+219.2% |
| Admin fee / account holder | $25 | $124-79.6% | $6,521-99.6% | $102-75.2% |