Filed October 3, 2023
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 7-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,809 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,642 | $62,928-5.2% | $172,739-65.5% | $67,579-11.7% |
| Participation rate | 74.1% | 64.5%+9.6pp | 82.6%-8.6pp | 71.3%+2.8pp |
| Annual return | 20.85% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,085 | $1,636-33.7% | $5,143-78.9% | $2,148-49.5% |
| Participant deferral / active EE | $3,650 | $2,145+70.2% | $5,198-29.8% | $3,539+3.1% |
| Admin fee / account holder | $35 | $167-78.8% | $13,954-99.7% | $142-75.2% |