Filed January 13, 2025 (most recent of 3 filings on file)
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.10+ years Service code 15 · EIN 23-2811930 | Recordkeeping | $848,730 |
FIDUCIENT ADVISORS LLC2 years Service code 50 · EIN 36-4001764 | Direct Payment | $10,761 |
VERRILL DANA LLP6 years Service code 50 · EIN 01-0176171 | Direct Payment | $9,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,064 | $159,391-10.9% | $102,423+38.7% | $99,062+43.4% |
| Participation rate | 98.5% | 88.6%+9.9pp | 76.5%+22.0pp | 71.6%+26.8pp |
| Annual return | 15.10% | 19.03%-3.9pp | 29.32%-14.2pp | 17.66%-2.6pp |
| Employer contribution / active EE | $4,625 | $4,207+9.9% | $3,023+53.0% | $3,262+41.8% |
| Participant deferral / active EE | $9,895 | $7,498+32.0% | $5,053+95.8% | $5,331+85.6% |
| Admin fee / account holder | $96 | $159-39.7% | $9,451-99.0% | $109-12.0% |