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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $275 |
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 | $244,688 | $63,299+286.6% | $91,001+168.9% | $62,292+292.8% |
| Participation rate | 99.2% | 73.3%+25.8pp | 75.6%+23.6pp | 69.5%+29.6pp |
| Annual return | 21.52% | 20.99%+0.5pp | 4.60%+16.9pp | 28.90%-7.4pp |
| Employer contribution / active EE | $8,886 | $1,807+391.8% | $2,456+261.9% | $2,042+335.1% |
| Participant deferral / active EE | $9,508 | $2,943+223.1% | $3,547+168.0% | $3,169+200.0% |
| Admin fee / account holder | $1 | $468-99.7% | $5,417-100.0% | $479-99.7% |