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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,658 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,126 | $80,177+63.5% | $123,892+5.8% | $57,658+127.4% |
| Participation rate | 97.3% | 74.4%+22.9pp | 81.4%+15.9pp | 70.2%+27.1pp |
| Annual return | 8.74% | 17.90%-9.2pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,282 | $2,913-21.6% | $4,617-50.6% | $1,974+15.6% |
| Participant deferral / active EE | $9,328 | $5,130+81.8% | $5,984+55.9% | $3,061+204.8% |
| Admin fee / account holder | $4 | $106-95.9% | $8,357-99.9% | $95-95.4% |