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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,661 |
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 | $164,061 | $81,537+101.2% | $149,718+9.6% | $69,631+135.6% |
| Participation rate | 99.3% | 86.1%+13.1pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 18.63% | 22.79%-4.2pp | 1501.63%-1483.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $3,658 | $3,239+12.9% | $5,445-32.8% | $2,032+80.0% |
| Participant deferral / active EE | $6,859 | $4,994+37.3% | $6,569+4.4% | $3,224+112.8% |
| Admin fee / account holder | $55 | $107-48.9% | $11,283-99.5% | $110-50.6% |