Filed July 6, 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,396 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,211 | $58,101+26.0% | $118,925-38.4% | $73,409-0.3% |
| Participation rate | 88.9% | 56.1%+32.8pp | 75.4%+13.5pp | 72.2%+16.7pp |
| Annual return | 14.37% | 20.56%-6.2pp | 35.88%-21.5pp | 59.29%-44.9pp |
| Employer contribution / active EE | $3,239 | $1,445+124.1% | $3,263-0.7% | $2,234+45.0% |
| Participant deferral / active EE | $2,134 | $2,400-11.1% | $4,265-50.0% | $3,805-43.9% |
| Admin fee / account holder | $64 | $138-53.9% | $6,581-99.0% | $158-59.7% |