Filed December 5, 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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,600 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,113 | $60,989-26.0% | $60,874-25.9% | $66,914-32.6% |
| Participation rate | 96.8% | 74.5%+22.3pp | 73.1%+23.7pp | 69.8%+27.0pp |
| Annual return | -14.44% | -9.60%-4.8pp | 16.90%-31.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,748 | $2,661+40.9% | $2,701+38.7% | $2,544+47.3% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $338-98.8% | $3,224-99.9% | $593-99.3% |