Filed January 19, 2023 (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 Service code 15 · EIN 23-1945930 | Recordkeeping | $8,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,018 | $122,239+38.3% | $184,200-8.2% | $74,546+126.7% |
| Participation rate | 98.9% | 85.5%+13.5pp | 86.8%+12.1pp | 67.2%+31.7pp |
| Annual return | 18.51% | 19.95%-1.4pp | 28.80%-10.3pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $6,675 | $4,537+47.1% | $6,424+3.9% | $2,624+154.4% |
| Participant deferral / active EE | $10,656 | $7,139+49.3% | $9,132+16.7% | $4,347+145.1% |
| Admin fee / account holder | $33 | $1,260-97.3% | $13,907-99.8% | $1,944-98.3% |