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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $123,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,261 | $58,290+248.7% | $98,442+106.5% | $86,799+134.2% |
| Participation rate | 97.0% | 68.3%+28.6pp | 73.3%+23.6pp | 72.3%+24.7pp |
| Annual return | 15.12% | 43.48%-28.4pp | 1492.73%-1477.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,536 | $2,008+26.3% | $2,960-14.3% | $2,405+5.4% |
| Participant deferral / active EE | $11,144 | $3,152+253.5% | $4,276+160.6% | $4,131+169.8% |
| Admin fee / account holder | $94 | $138-31.5% | $5,949-98.4% | $170-44.3% |