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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,101 |
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 | $68,928 | $52,293+31.8% | $178,490-61.4% | $73,409-6.1% |
| Participation rate | 75.7% | 65.3%+10.3pp | 81.9%-6.3pp | 72.2%+3.5pp |
| Annual return | 13.49% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,160 | $1,735-33.1% | $5,011-76.8% | $2,234-48.1% |
| Participant deferral / active EE | $4,012 | $2,332+72.0% | $5,202-22.9% | $3,805+5.4% |
| Admin fee / account holder | $14 | $127-88.8% | $13,984-99.9% | $158-90.9% |