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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $665 |
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 | $207,786 | $56,629+266.9% | $77,999+166.4% | $55,167+276.6% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.1pp |
| Annual return | 9.17% | 2866.98%-2857.8pp | 425.96%-416.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $9,106 | $1,723+428.5% | $2,470+268.6% | $1,963+364.0% |
| Participant deferral / active EE | $9,055 | $2,777+226.1% | $3,497+159.0% | $3,054+196.5% |
| Admin fee / account holder | $2 | $467-99.5% | $5,480-100.0% | $504-99.5% |