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 21-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552231 | Recordkeeping | $27,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,379 | $91,762-26.6% | $67,502-0.2% | $77,643-13.2% |
| Participation rate | 87.8% | 75.9%+11.9pp | 72.9%+14.9pp | 70.6%+17.2pp |
| Annual return | 14.66% | 14.87%-0.2pp | 3512.12%-3497.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,502 | $3,903+15.3% | $4,000+12.6% | $4,647-3.1% |
| Admin fee / account holder | $73 | $176-58.4% | $3,998-98.2% | $430-83.0% |