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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $856,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,679 | $130,084+60.4% | $138,135+51.1% | $90,288+131.1% |
| Participation rate | 98.6% | 86.0%+12.6pp | 78.7%+19.9pp | 73.4%+25.2pp |
| Annual return | 11.13% | 14.63%-3.5pp | 20.51%-9.4pp | 53.97%-42.8pp |
| Employer contribution / active EE | $2,613 | $5,865-55.4% | $5,587-53.2% | $2,524+3.5% |
| Participant deferral / active EE | $8,975 | $7,099+26.4% | $6,431+39.6% | $4,232+112.1% |
| Admin fee / account holder | $195 | $187+4.5% | $11,856-98.4% | $114+70.9% |