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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $960 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,394 | $102,514-20.6% | $97,995-16.9% | $62,292+30.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 19.26% | 32.43%-13.2pp | 23.94%-4.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $7,074 | $3,689+91.8% | $4,158+70.1% | $2,042+246.4% |
| Participant deferral / active EE | $5,961 | $5,308+12.3% | $5,097+17.0% | $3,169+88.1% |
| Admin fee / account holder | $3 | $378-99.3% | $5,943-100.0% | $479-99.5% |