Filed March 13, 2023 (most recent of 8 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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,188 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $111,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,383 | $112,686+76.9% | $169,993+17.3% | $80,160+148.7% |
| Participation rate | 97.5% | 87.4%+10.1pp | 87.0%+10.5pp | 72.9%+24.6pp |
| Annual return | 17.76% | 67.04%-49.3pp | 53.37%-35.6pp | 40.38%-22.6pp |
| Employer contribution / active EE | $5,643 | $4,481+25.9% | $6,785-16.8% | $2,978+89.5% |
| Participant deferral / active EE | $11,534 | $7,876+46.4% | $10,408+10.8% | $5,017+129.9% |
| Admin fee / account holder | $139 | $99+39.9% | $12,815-98.9% | $145-4.3% |