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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $158,323 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INV ADVISOR LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $73,470 |
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 | $213,258 | $111,608+91.1% | $177,821+19.9% | $73,409+190.5% |
| Participation rate | 99.5% | 87.9%+11.6pp | 87.7%+11.8pp | 72.2%+27.3pp |
| Annual return | 15.78% | 18.23%-2.4pp | 48.32%-32.5pp | 59.29%-43.5pp |
| Employer contribution / active EE | $4,455 | $3,796+17.4% | $5,918-24.7% | $2,234+99.5% |
| Participant deferral / active EE | $7,978 | $6,199+28.7% | $7,714+3.4% | $3,805+109.6% |
| Admin fee / account holder | $231 | $166+39.6% | $12,427-98.1% | $158+46.3% |