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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,611 |
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 | $146,707 | $80,724+81.7% | $103,333+42.0% | $74,495+96.9% |
| Participation rate | 95.0% | 65.7%+29.3pp | 74.5%+20.5pp | 67.2%+27.8pp |
| Annual return | 26.61% | 27.56%-1.0pp | 24.88%+1.7pp | 1364.94%-1338.3pp |
| Employer contribution / active EE | $52 | $3,157-98.3% | $3,868-98.6% | $2,623-98.0% |
| Participant deferral / active EE | $8,737 | $3,860+126.3% | $5,057+72.8% | $4,346+101.0% |
| Admin fee / account holder | $25 | $2,368-98.9% | $8,355-99.7% | $1,942-98.7% |