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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,290 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $102,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,326 | $153,281-2.6% | $93,789+59.2% | $77,904+91.7% |
| Participation rate | 98.8% | 92.2%+6.6pp | 81.0%+17.9pp | 73.7%+25.1pp |
| Annual return | -16.43% | -5.55%-10.9pp | -11.33%-5.1pp | 12.21%-28.6pp |
| Employer contribution / active EE | $10,917 | $5,690+91.9% | $4,323+152.6% | $2,848+283.4% |
| Participant deferral / active EE | $15,766 | $9,364+68.4% | $6,094+158.7% | $4,806+228.0% |
| Admin fee / account holder | $122 | $114+7.2% | $7,195-98.3% | $133-7.8% |