Filed February 28, 2023 (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 | $330 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $675,152 | $133,040+407.5% | $119,258+466.1% | $79,386+750.5% |
| Participation rate | 91.3% | 80.9%+10.4pp | 82.7%+8.6pp | 70.7%+20.6pp |
| Annual return | 14.34% | 20.05%-5.7pp | 30.69%-16.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $4,032 | $4,390-8.2% | $4,384-8.0% | $2,427+66.1% |
| Participant deferral / active EE | $15,589 | $6,448+141.7% | $6,111+155.1% | $4,046+285.3% |
| Admin fee / account holder | $1 | $686-99.9% | $7,226-100.0% | $626-99.8% |