Filed June 24, 2024 (most recent of 6 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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,650 |
TURNER,WARREN,HWANG & CONARD AC1 year Service code 99 · EIN 95-4083485 | Other Fees | $16,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,196 | $131,799-25.5% | $200,582-51.0% | $85,563+14.8% |
| Participation rate | 98.2% | 87.9%+10.2pp | 86.9%+11.3pp | 66.0%+32.2pp |
| Annual return | 17.91% | 21.59%-3.7pp | 42.33%-24.4pp | 31.51%-13.6pp |
| Employer contribution / active EE | $4,163 | $4,532-8.1% | $6,419-35.1% | $2,654+56.9% |
| Participant deferral / active EE | $6,823 | $7,702-11.4% | $9,331-26.9% | $4,375+56.0% |
| Admin fee / account holder | $106 | $235-54.9% | $16,305-99.3% | $834-87.3% |