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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
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 | $47,818 | $65,557-27.1% | $64,056-25.3% | $71,457-33.1% |
| Participation rate | 95.7% | 73.2%+22.5pp | 72.3%+23.4pp | 67.9%+27.8pp |
| Annual return | 16.19% | 18.94%-2.7pp | 33.69%-17.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,840 | $2,669+43.9% | $2,747+39.8% | $2,588+48.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $5 | $616-99.1% | $3,068-99.8% | $1,587-99.7% |