Filed January 8, 2024 (most recent of 4 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,504 |
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 | $99,320 | $72,770+36.5% | $67,652+46.8% | $55,191+80.0% |
| Participation rate | 99.3% | 78.8%+20.5pp | 75.7%+23.6pp | 69.2%+30.1pp |
| Annual return | 0.18% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $4,619 | $1,769+161.1% | $2,266+103.9% | $1,899+143.3% |
| Participant deferral / active EE | $4,975 | $3,408+46.0% | $3,560+39.7% | $3,046+63.3% |
| Admin fee / account holder | $15 | $79-80.8% | $4,821-99.7% | $91-83.3% |