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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $873,639 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,719 | $98,217+65.7% | $105,722+53.9% | $63,975+154.3% |
| Participation rate | 97.4% | 81.9%+15.5pp | 78.9%+18.4pp | 71.1%+26.2pp |
| Annual return | 6.88% | 20.18%-13.3pp | 12.25%-5.4pp | 48.65%-41.8pp |
| Employer contribution / active EE | $4,780 | $4,802-0.5% | $4,079+17.2% | $2,182+119.1% |
| Participant deferral / active EE | $7,899 | $6,019+31.2% | $5,326+48.3% | $3,356+135.3% |
| Admin fee / account holder | $165 | $70+136.1% | $8,308-98.0% | $70+133.8% |