Filed November 29, 2022 (most recent of 3 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 16 · EIN 23-1945930 | Consulting | $12,325 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,825 | $122,693+11.5% | $184,203-25.7% | $199,593-31.4% |
| Participation rate | 96.8% | 86.8%+10.1pp | 86.8%+10.0pp | 72.0%+24.9pp |
| Annual return | 12.77% | 143.91%-131.1pp | 28.81%-16.0pp | 34.25%-21.5pp |
| Employer contribution / active EE | $2,433 | $4,584-46.9% | $6,427-62.1% | $3,034-19.8% |
| Participant deferral / active EE | $7,920 | $7,990-0.9% | $9,131-13.3% | $5,087+55.7% |
| Admin fee / account holder | $8 | $121-93.6% | $13,901-99.9% | $269-97.1% |