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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552331 | Recordkeeping | $479,396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,941 | $113,293-26.8% | $67,502+22.9% | $199,593-58.4% |
| Participation rate | 98.3% | 73.3%+25.0pp | 72.9%+25.5pp | 72.0%+26.4pp |
| Annual return | 15.04% | 15.88%-0.8pp | 3512.12%-3497.1pp | 34.25%-19.2pp |
| Employer contribution / active EE | $3,720 | $3,401+9.4% | $2,731+36.2% | $3,034+22.6% |
| Participant deferral / active EE | $4,853 | $4,159+16.7% | $4,000+21.3% | $5,087-4.6% |
| Admin fee / account holder | $104 | $103+1.1% | $3,998-97.4% | $269-61.4% |