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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $349,847 |
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 | $78,246 | $100,921-22.5% | $82,313-4.9% | $177,276-55.9% |
| Participation rate | 98.4% | 86.9%+11.5pp | 76.9%+21.5pp | 74.8%+23.6pp |
| Annual return | 21.81% | 20.33%+1.5pp | 25.88%-4.1pp | 21.25%+0.6pp |
| Employer contribution / active EE | $2,671 | $3,145-15.1% | $2,428+10.0% | $2,479+7.7% |
| Participant deferral / active EE | $6,322 | $5,192+21.8% | $3,706+70.6% | $3,881+62.9% |
| Admin fee / account holder | $54 | $64-15.9% | $5,608-99.0% | $154-65.0% |