Filed January 26, 2023 (most recent of 5 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 | $49,507 |
MCKONLY & ASBURY LLP1+ years Filed as: MCKONLY & ASBURY Service code 10 · EIN 23-1909723 | Accounting | $7,000 |
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 | $134,488 | $68,413+96.6% | $123,104+9.2% | $55,191+143.7% |
| Participation rate | 98.9% | 84.5%+14.3pp | 86.8%+12.1pp | 69.2%+29.7pp |
| Annual return | 1.00% | 6.30%-5.3pp | 13.22%-12.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,541 | $3,050+16.1% | $5,151-31.3% | $1,899+86.5% |
| Participant deferral / active EE | $6,346 | $4,490+41.3% | $6,230+1.9% | $3,046+108.3% |
| Admin fee / account holder | $56 | $88-36.3% | $9,015-99.4% | $91-38.4% |