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.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $29,817 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,359 | $79,124-17.4% | $60,874+7.4% | $64,808+0.9% |
| Participation rate | 92.1% | 77.7%+14.4pp | 73.1%+19.0pp | 71.5%+20.6pp |
| Annual return | -16.02% | -7.13%-8.9pp | 16.90%-32.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,988 | $3,725+33.9% | $3,817+30.7% | $4,310+15.7% |
| Admin fee / account holder | $88 | $106-17.0% | $3,224-97.3% | $188-53.3% |