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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,760 |
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 | $230,708 | $55,449+316.1% | $83,848+175.2% | $56,287+309.9% |
| Participation rate | 99.4% | 68.0%+31.4pp | 76.1%+23.3pp | 69.9%+29.6pp |
| Annual return | 10.68% | -1.38%+12.1pp | 850.88%-840.2pp | -9.96%+20.6pp |
| Employer contribution / active EE | $3,726 | $2,430+53.3% | $3,631+2.6% | $2,111+76.5% |
| Participant deferral / active EE | $6,911 | $2,935+135.4% | $4,082+69.3% | $3,350+106.3% |
| Admin fee / account holder | $6 | $656-99.1% | $5,478-99.9% | $521-98.9% |