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.2 years 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 | $110,880 | $129,352-14.3% | $70,449+57.4% | $106,222+4.4% |
| Participation rate | 40.9% | 73.1%-32.1pp | 75.1%-34.1pp | 70.8%-29.9pp |
| Annual return | 14.90% | 13.88%+1.0pp | 109.03%-94.1pp | 21.69%-6.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,737-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $2,511 | $4,597-45.4% | $3,709-32.3% | $4,600-45.4% |
| Admin fee / account holder | $0 | $37-99.6% | $3,845-100.0% | $78-99.8% |