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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $515,709 | $89,698+474.9% | $103,476+398.4% | $80,856+537.8% |
| Participation rate | 85.3% | 76.0%+9.4pp | 80.5%+4.8pp | 67.6%+17.7pp |
| Annual return | 17.67% | 22.78%-5.1pp | 23.90%-6.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,582 | $4,018-35.7% | $4,672-44.7% | $2,755-6.3% |
| Participant deferral / active EE | $17,405 | $5,456+219.0% | $6,623+162.8% | $4,296+305.2% |
| Admin fee / account holder | $1 | $6,768-100.0% | $9,413-100.0% | $6,918-100.0% |