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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,830 |
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 | $148,939 | $155,795-4.4% | $136,294+9.3% | $69,631+113.9% |
| Participation rate | 97.0% | 75.2%+21.7pp | 81.9%+15.0pp | 70.7%+26.3pp |
| Annual return | 18.52% | 232464.33%-232445.8pp | 5155.94%-5137.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,311 | $2,991-22.7% | $4,695-50.8% | $2,032+13.7% |
| Participant deferral / active EE | $9,552 | $5,394+77.1% | $6,247+52.9% | $3,224+196.3% |
| Admin fee / account holder | $4 | $128-96.8% | $9,243-100.0% | $110-96.3% |