Filed December 17, 2024
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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,170 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
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 | $59,759 | $48,261+23.8% | $68,793-13.1% | $55,725+7.2% |
| Participation rate | 96.3% | 71.0%+25.2pp | 72.2%+24.0pp | 70.9%+25.4pp |
| Annual return | -3.43% | -2.61%-0.8pp | -4.63%+1.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,015 | $1,742+73.0% | $2,625+14.8% | $2,078+45.1% |
| Participant deferral / active EE | $2,961 | $2,712+9.2% | $3,311-10.6% | $3,356-11.8% |
| Admin fee / account holder | $6 | $126-95.0% | $5,131-99.9% | $115-94.6% |