Filed January 8, 2024 (most recent of 4 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 | $9,871 |
Employer contribution per participant 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 | $174,587 | $86,944+100.8% | $107,525+62.4% | $74,304+135.0% |
| Participation rate | 93.1% | 59.6%+33.5pp | 75.1%+18.0pp | 60.3%+32.7pp |
| Annual return | 16.72% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $22 | $2,757-99.2% | $3,754-99.4% | $2,241-99.0% |
| Participant deferral / active EE | $8,374 | $3,554+135.6% | $5,116+63.7% | $3,767+122.3% |
| Admin fee / account holder | $30 | $3,727-99.2% | $8,919-99.7% | $2,969-99.0% |