Filed February 13, 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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $516,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,590 | $105,179-30.0% | $64,056+14.9% | $80,160-8.2% |
| Participation rate | 98.6% | 73.5%+25.1pp | 72.3%+26.3pp | 72.9%+25.7pp |
| Annual return | 18.97% | 20.34%-1.4pp | 33.69%-14.7pp | 40.38%-21.4pp |
| Employer contribution / active EE | $3,273 | $3,311-1.1% | $2,747+19.2% | $2,978+9.9% |
| Participant deferral / active EE | $4,444 | $4,020+10.5% | $3,880+14.5% | $5,017-11.4% |
| Admin fee / account holder | $113 | $113-0.4% | $3,068-96.3% | $145-22.2% |