Filed September 9, 2024
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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,115 | $101,317-1.2% | $146,958-31.9% | $74,495+34.4% |
| Participation rate | 93.5% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 15.01% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $5,037 | $3,810+32.2% | $4,933+2.1% | $2,623+92.0% |
| Participant deferral / active EE | $8,746 | $7,303+19.8% | $8,070+8.4% | $4,346+101.3% |
| Admin fee / account holder | $132 | $1,739-92.4% | $12,998-99.0% | $1,942-93.2% |