Filed January 20, 2025 (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.2 years Filed as: VANGUARD GROUP INC. Service code 37 | Loan Processing | $12,765 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,227 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,445 | $139,767+125.7% | $153,485+105.5% | $199,593+58.0% |
| Participation rate | 98.9% | 85.1%+13.8pp | 77.1%+21.8pp | 72.0%+26.9pp |
| Annual return | 12.45% | 20.59%-8.1pp | 15.65%-3.2pp | 34.25%-21.8pp |
| Employer contribution / active EE | $13,283 | $6,517+103.8% | $5,039+163.6% | $3,034+337.8% |
| Participant deferral / active EE | $11,189 | $8,055+38.9% | $6,757+65.6% | $5,087+120.0% |
| Admin fee / account holder | $2 | $98-97.8% | $12,724-100.0% | $269-99.2% |