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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,762 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,343 | $57,831+137.5% | $82,389+66.7% | $85,563+60.5% |
| Participation rate | 88.2% | 55.0%+33.2pp | 69.5%+18.6pp | 66.0%+22.2pp |
| Annual return | 14.46% | 17.86%-3.4pp | 28.67%-14.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $6,456 | $1,643+293.0% | $2,517+156.5% | $2,654+143.3% |
| Participant deferral / active EE | $4,979 | $3,118+59.7% | $4,155+19.8% | $4,375+13.8% |
| Admin fee / account holder | $95 | $1,391-93.2% | $7,231-98.7% | $834-88.7% |