Filed October 18, 2022 (most recent of 19 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 year Filed as: VANGUARD GROUP, INC. Service code 71 · EIN 23-1945930 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,850 | $121,004-16.7% | $69,455+45.2% | $89,569+12.6% |
| Participation rate | 40.8% | 66.9%-26.1pp | 74.6%-33.8pp | 69.6%-28.8pp |
| Annual return | 22.41% | 20.21%+2.2pp | 28.97%-6.6pp | 34.56%-12.1pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,779-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,530 | $4,335-41.6% | $3,535-28.4% | $4,220-40.0% |
| Admin fee / account holder | $1 | $32-97.7% | $3,839-100.0% | $72-99.0% |