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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $182,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,742 | $187,277-25.9% | $112,977+22.8% | $90,288+53.7% |
| Participation rate | 99.4% | 91.6%+7.8pp | 82.6%+16.9pp | 73.4%+26.1pp |
| Annual return | 20.75% | 26.33%-5.6pp | 24.24%-3.5pp | 53.97%-33.2pp |
| Employer contribution / active EE | $10,419 | $5,263+98.0% | $4,255+144.9% | $2,524+312.8% |
| Participant deferral / active EE | $14,634 | $8,833+65.7% | $5,836+150.8% | $4,232+245.8% |
| Admin fee / account holder | $109 | $102+7.4% | $6,294-98.3% | $114-4.3% |