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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
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 | $633,208 | $103,966+509.1% | $112,887+460.9% | $75,163+742.4% |
| Participation rate | 88.7% | 75.7%+13.0pp | 80.5%+8.2pp | 67.2%+21.5pp |
| Annual return | 20.09% | 24.54%-4.5pp | 34.10%-14.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $4,281 | $3,870+10.6% | $4,563-6.2% | $2,670+60.3% |
| Participant deferral / active EE | $16,576 | $5,456+203.8% | $6,513+154.5% | $4,125+301.8% |
| Admin fee / account holder | $1 | $7,663-100.0% | $7,047-100.0% | $5,651-100.0% |