Filed November 3, 2023 (most recent of 5 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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $284,802 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $142,711 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,033 | $52,346+18.5% | $143,757-56.8% | $78,044-20.5% |
| Participation rate | 86.7% | 72.7%+14.0pp | 80.3%+6.4pp | 74.4%+12.3pp |
| Annual return | -15.98% | -14.19%-1.8pp | -0.04%-15.9pp | 10.87%-26.9pp |
| Employer contribution / active EE | $1,489 | $2,131-30.1% | $4,951-69.9% | $3,125-52.3% |
| Participant deferral / active EE | $5,193 | $3,800+36.7% | $5,637-7.9% | $5,084+2.1% |
| Admin fee / account holder | $71 | $63+11.2% | $14,673-99.5% | $79-10.6% |