Filed September 29, 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 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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,958 | $50,815-23.3% | $155,509-74.9% | $77,643-49.8% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.7pp | 70.6%+22.3pp |
| Annual return | 13.89% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,377 | $1,993+69.5% | $4,672-27.7% | $2,726+23.9% |
| Participant deferral / active EE | $2,823 | $2,8220% | $5,626-49.8% | $4,647-39.3% |
| Admin fee / account holder | $111 | $437-74.7% | $15,912-99.3% | $430-74.3% |