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: THE VANGUARD GROUP Service code 71 · EIN 23-1945930 | Brokerage Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $46,626 | $121,004-61.5% | $69,455-32.9% | $89,569-47.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.6%+25.4pp | 69.6%+30.4pp |
| Annual return | 21.43% | 20.21%+1.2pp | 28.97%-7.5pp | 34.56%-13.1pp |
| Employer contribution / active EE | $4,190 | $5,335-21.5% | $2,779+50.8% | $2,584+62.1% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $3,535-100.0% | $4,220-100.0% |
| Admin fee / account holder | $0 | $32-99.8% | $3,839-100.0% | $72-99.9% |