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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,302 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,454 | $49,693+126.3% | $70,515+59.5% | $74,419+51.1% |
| Participation rate | 87.4% | 64.7%+22.8pp | 68.3%+19.1pp | 70.7%+16.7pp |
| Annual return | 16.37% | 21.22%-4.8pp | 32.77%-16.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $5,262 | $1,773+196.7% | $2,973+77.0% | $2,637+99.5% |
| Participant deferral / active EE | $4,393 | $3,376+30.1% | $4,567-3.8% | $4,528-3.0% |
| Admin fee / account holder | $78 | $316-75.3% | $6,412-98.8% | $348-77.6% |