Filed January 31, 2025 (most recent of 3 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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $149,901 |
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 | $92,041 | $78,852+16.7% | $76,768+19.9% | $75,289+22.3% |
| Participation rate | 98.2% | 85.0%+13.2pp | 77.0%+21.2pp | 72.4%+25.8pp |
| Annual return | -4.19% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $2,911 | $2,794+4.2% | $2,485+17.1% | $2,405+21.0% |
| Participant deferral / active EE | $6,488 | $4,800+35.2% | $3,852+68.5% | $3,739+73.6% |
| Admin fee / account holder | $48 | $79-39.4% | $6,675-99.3% | $102-53.2% |