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.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $184,929 |
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 | $131,749 | $176,491-25.4% | $95,952+37.3% | $90,288+45.9% |
| Participation rate | 98.4% | 86.6%+11.8pp | 77.1%+21.3pp | 73.4%+25.0pp |
| Annual return | 16.29% | 20.14%-3.8pp | 91.61%-75.3pp | 53.97%-37.7pp |
| Employer contribution / active EE | $3,096 | $2,789+11.0% | $2,541+21.8% | $2,524+22.7% |
| Participant deferral / active EE | $7,160 | $5,340+34.1% | $4,167+71.8% | $4,232+69.2% |
| Admin fee / account holder | $59 | $154-62.0% | $6,795-99.1% | $114-48.6% |