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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $961,917 |
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 | $191,568 | $113,995+68.0% | $127,761+49.9% | $77,787+146.3% |
| Participation rate | 98.9% | 85.7%+13.2pp | 79.0%+19.9pp | 73.2%+25.7pp |
| Annual return | 20.78% | 26.09%-5.3pp | 26.14%-5.4pp | 32.57%-11.8pp |
| Employer contribution / active EE | $6,137 | $6,012+2.1% | $4,574+34.2% | $2,504+145.0% |
| Participant deferral / active EE | $8,819 | $7,267+21.3% | $6,021+46.5% | $3,967+122.3% |
| Admin fee / account holder | $176 | $108+63.8% | $9,395-98.1% | $100+76.4% |