Filed April 10, 2024 (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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,675 |
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 | $136,153 | $51,288+165.5% | $81,983+66.1% | $73,409+85.5% |
| Participation rate | 84.3% | 64.0%+20.3pp | 69.2%+15.0pp | 72.2%+12.1pp |
| Annual return | 15.32% | 29.48%-14.2pp | 41.31%-26.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $6,816 | $1,487+358.4% | $2,498+172.9% | $2,234+205.2% |
| Participant deferral / active EE | $5,232 | $2,715+92.7% | $3,722+40.6% | $3,805+37.5% |
| Admin fee / account holder | $64 | $125-49.3% | $5,664-98.9% | $158-59.7% |