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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $336,049 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $206,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,058 | $108,592+46.5% | $129,110+23.2% | $77,904+104.2% |
| Participation rate | 97.4% | 84.8%+12.6pp | 77.3%+20.1pp | 73.7%+23.7pp |
| Annual return | -15.11% | -13.72%-1.4pp | -10.94%-4.2pp | 12.21%-27.3pp |
| Employer contribution / active EE | $6,832 | $5,713+19.6% | $5,052+35.2% | $2,848+139.9% |
| Participant deferral / active EE | $8,287 | $7,051+17.5% | $6,542+26.7% | $4,806+72.4% |
| Admin fee / account holder | $111 | $91+21.1% | $14,302-99.2% | $133-16.6% |