See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $642,777 |
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 | $114,574 | $72,066+59.0% | $81,930+39.8% | $90,288+26.9% |
| Participation rate | 96.9% | 78.9%+18.0pp | 72.0%+24.9pp | 73.4%+23.5pp |
| Annual return | 12.24% | 15.92%-3.7pp | 29.49%-17.3pp | 53.97%-41.7pp |
| Employer contribution / active EE | $5,131 | $2,335+119.7% | $4,310+19.0% | $2,524+103.3% |
| Participant deferral / active EE | $4,618 | $3,557+29.9% | $7,107-35.0% | $4,232+9.1% |
| Admin fee / account holder | $121 | $92+31.2% | $5,158-97.6% | $114+6.4% |