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 | $1,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,034 | $155,364+38.4% | $103,476+107.8% | $77,643+177.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.5%+19.5pp | 70.6%+29.4pp |
| Annual return | 15.76% | 19.02%-3.3pp | 23.90%-8.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $11,809 | $5,949+98.5% | $4,672+152.8% | $2,726+333.2% |
| Participant deferral / active EE | $13,204 | $8,482+55.7% | $6,623+99.4% | $4,647+184.1% |
| Admin fee / account holder | $1 | $503-99.8% | $9,413-100.0% | $430-99.8% |