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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,531 | $52,122+4.6% | $104,294-47.7% | $64,808-15.9% |
| Participation rate | 92.1% | 56.0%+36.1pp | 73.3%+18.9pp | 71.5%+20.6pp |
| Annual return | -14.86% | 13.26%-28.1pp | 24.61%-39.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,612 | $1,627+122.0% | $3,372+7.1% | $2,506+44.1% |
| Participant deferral / active EE | $2,595 | $2,823-8.1% | $4,625-43.9% | $4,310-39.8% |
| Admin fee / account holder | $56 | $155-63.7% | $7,339-99.2% | $188-70.1% |