Filed January 22, 2024 (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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,423 | $65,908+234.4% | $81,812+169.4% | $77,643+183.9% |
| Participation rate | 97.0% | 65.8%+31.2pp | 72.3%+24.6pp | 70.6%+26.4pp |
| Annual return | 22.87% | 26.64%-3.8pp | 773.79%-750.9pp | 31.24%-8.4pp |
| Employer contribution / active EE | $7,981 | $2,370+236.7% | $2,912+174.1% | $2,726+192.8% |
| Participant deferral / active EE | $11,275 | $3,505+221.6% | $4,319+161.1% | $4,647+142.6% |
| Admin fee / account holder | $72 | $526-86.3% | $7,386-99.0% | $430-83.3% |