Filed September 11, 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 4-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 Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $151,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,228 | $130,267+11.5% | $145,661-0.3% | $102,872+41.2% |
| Participation rate | 97.1% | 83.3%+13.8pp | 77.2%+19.9pp | 73.0%+24.1pp |
| Annual return | 15.91% | 17.79%-1.9pp | 101.46%-85.6pp | 19.06%-3.1pp |
| Employer contribution / active EE | $4,660 | $4,061+14.7% | $4,238+10.0% | $3,526+32.1% |
| Participant deferral / active EE | $7,791 | $6,550+18.9% | $7,198+8.2% | $5,535+40.8% |
| Admin fee / account holder | $40 | $396-89.9% | $12,466-99.7% | $292-86.4% |