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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,228 |
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 | $110,426 | $65,118+69.6% | $76,768+43.8% | $55,725+98.2% |
| Participation rate | 99.4% | 79.6%+19.8pp | 77.0%+22.4pp | 70.9%+28.5pp |
| Annual return | -5.06% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $4,330 | $1,941+123.1% | $2,485+74.2% | $2,078+108.3% |
| Participant deferral / active EE | $5,500 | $3,688+49.1% | $3,852+42.8% | $3,356+63.9% |
| Admin fee / account holder | $17 | $116-85.3% | $6,675-99.7% | $115-85.3% |