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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $172,564 |
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 | $107,856 | $105,247+2.5% | $87,100+23.8% | $77,787+38.7% |
| Participation rate | 98.2% | 85.8%+12.4pp | 76.9%+21.4pp | 73.2%+25.0pp |
| Annual return | 23.57% | 24.52%-0.9pp | 28.19%-4.6pp | 32.57%-9.0pp |
| Employer contribution / active EE | $2,911 | $2,895+0.6% | $2,521+15.5% | $2,504+16.2% |
| Participant deferral / active EE | $6,573 | $5,060+29.9% | $4,049+62.4% | $3,967+65.7% |
| Admin fee / account holder | $51 | $104-50.7% | $7,497-99.3% | $100-48.6% |