Filed July 15, 2022 (most recent of 4 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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,593 |
LPL FINANCIAL3 years Service code 16 · EIN 04-3046611 | Consulting | $68,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,976 | $110,299-17.5% | $102,423-11.2% | $199,593-54.4% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 27.76% | 35.73%-8.0pp | 29.32%-1.6pp | 34.25%-6.5pp |
| Employer contribution / active EE | $3,270 | $3,603-9.3% | $3,023+8.2% | $3,034+7.8% |
| Participant deferral / active EE | $3,908 | $6,376-38.7% | $5,053-22.7% | $5,087-23.2% |
| Admin fee / account holder | $146 | $122+19.2% | $9,451-98.5% | $269-45.8% |