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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,055 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,853 | $55,416+119.9% | $75,972+60.4% | $77,643+56.9% |
| Participation rate | 88.8% | 63.6%+25.2pp | 69.1%+19.7pp | 70.6%+18.2pp |
| Annual return | 14.82% | 17.07%-2.3pp | 359.55%-344.7pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,081 | $1,788+16.4% | $2,685-22.5% | $2,726-23.7% |
| Participant deferral / active EE | $4,249 | $3,447+23.3% | $4,255-0.2% | $4,647-8.6% |
| Admin fee / account holder | $87 | $414-79.1% | $6,467-98.7% | $430-79.9% |