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 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $30,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,954 | $83,884-15.4% | $64,056+10.8% | $74,419-4.7% |
| Participation rate | 90.5% | 76.6%+13.9pp | 72.3%+18.2pp | 70.7%+19.8pp |
| Annual return | 17.61% | 16.57%+1.0pp | 33.69%-16.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,930 | $3,692+33.5% | $3,880+27.1% | $4,528+8.9% |
| Admin fee / account holder | $87 | $196-55.5% | $3,068-97.2% | $348-74.9% |