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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $540,610 | $99,016+446.0% | $93,789+476.4% | $66,914+707.9% |
| Participation rate | 89.4% | 82.1%+7.3pp | 81.0%+8.5pp | 69.8%+19.6pp |
| Annual return | -18.80% | -14.59%-4.2pp | -11.33%-7.5pp | 1.58%-20.4pp |
| Employer contribution / active EE | $4,334 | $4,769-9.1% | $4,323+0.3% | $2,544+70.4% |
| Participant deferral / active EE | $16,369 | $6,689+144.7% | $6,094+168.6% | $4,237+286.4% |
| Admin fee / account holder | $1 | $477-99.9% | $7,195-100.0% | $593-99.9% |