Filed August 16, 2023 (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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $674,246 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,128 | $88,646+70.5% | $90,223+67.5% | $59,188+155.3% |
| Participation rate | 99.3% | 84.8%+14.5pp | 79.0%+20.3pp | 69.4%+29.9pp |
| Annual return | -3.30% | 11.82%-15.1pp | 1.31%-4.6pp | 5.51%-8.8pp |
| Employer contribution / active EE | $4,128 | $5,463-24.4% | $4,378-5.7% | $2,098+96.8% |
| Participant deferral / active EE | $7,989 | $6,586+21.3% | $5,792+37.9% | $3,265+144.7% |
| Admin fee / account holder | $108 | $63+72.5% | $7,406-98.5% | $92+17.5% |