Filed June 28, 2024 (most recent of 2 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,580 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,676 | $80,705+298.6% | $115,768+177.9% | $67,986+373.2% |
| Participation rate | 98.2% | 63.0%+35.2pp | 74.4%+23.8pp | 57.2%+41.0pp |
| Annual return | 17.31% | 18.49%-1.2pp | 100.46%-83.2pp | 31.67%-14.4pp |
| Employer contribution / active EE | $10,539 | $2,046+415.0% | $2,940+258.5% | $2,019+422.1% |
| Participant deferral / active EE | $11,694 | $3,559+228.6% | $4,917+137.8% | $3,358+248.2% |
| Admin fee / account holder | $166 | $4,135-96.0% | $12,439-98.7% | $3,203-94.8% |