Filed June 17, 2024 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $31,166 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,769 | $50,820-17.8% | $155,567-73.2% | $77,671-46.2% |
| Participation rate | 89.6% | 63.1%+26.5pp | 78.2%+11.4pp | 70.6%+19.0pp |
| Annual return | 14.82% | 34.85%-20.0pp | 64.74%-49.9pp | 31.21%-16.4pp |
| Employer contribution / active EE | $2,346 | $1,993+17.7% | $4,674-49.8% | $2,726-13.9% |
| Participant deferral / active EE | $4,517 | $2,823+60.0% | $5,628-19.7% | $4,648-2.8% |
| Admin fee / account holder | $51 | $436-88.2% | $15,916-99.7% | $430-88.1% |