Filed November 5, 2021 (most recent of 2 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,676 |
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 | $47,002 | $54,890-14.4% | $63,517-26.0% | $59,188-20.6% |
| Participation rate | 95.9% | 75.6%+20.3pp | 71.0%+24.8pp | 69.4%+26.4pp |
| Annual return | 2.04% | 4.56%-2.5pp | -70.30%+72.3pp | 5.51%-3.5pp |
| Employer contribution / active EE | $1,060 | $1,831-42.1% | $2,322-54.4% | $2,098-49.5% |
| Participant deferral / active EE | $1,919 | $2,803-31.5% | $2,953-35.0% | $3,265-41.2% |
| Admin fee / account holder | $10 | $66-84.4% | $5,892-99.8% | $92-88.8% |