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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,683 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,578 | $44,764+142.6% | $68,791+57.8% | $64,808+67.5% |
| Participation rate | 87.1% | 64.8%+22.4pp | 69.0%+18.1pp | 71.5%+15.7pp |
| Annual return | -16.21% | -10.91%-5.3pp | -6.38%-9.8pp | 32.82%-49.0pp |
| Employer contribution / active EE | $5,187 | $1,775+192.2% | $2,655+95.4% | $2,506+107.0% |
| Participant deferral / active EE | $4,202 | $3,238+29.8% | $3,941+6.6% | $4,310-2.5% |
| Admin fee / account holder | $85 | $151-43.8% | $4,932-98.3% | $188-54.7% |