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 | $1,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,744 | $113,016+50.2% | $103,476+64.0% | $74,495+127.9% |
| Participation rate | 99.6% | 80.8%+18.8pp | 80.5%+19.1pp | 67.2%+32.4pp |
| Annual return | 15.42% | 23.24%-7.8pp | 23.90%-8.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $10,181 | $4,881+108.6% | $4,672+117.9% | $2,623+288.1% |
| Participant deferral / active EE | $11,047 | $7,279+51.8% | $6,623+66.8% | $4,346+154.2% |
| Admin fee / account holder | $2 | $1,709-99.9% | $9,413-100.0% | $1,942-99.9% |