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.
See the 8-year trajectory with Solo.
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 | $89,265 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $25,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,886 | $82,202+16.6% | $125,339-23.5% | $64,808+48.0% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.9pp |
| Annual return | -15.23% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,587 | $3,615-28.4% | $4,814-46.3% | $2,506+3.2% |
| Participant deferral / active EE | $9,226 | $7,175+28.6% | $7,446+23.9% | $4,310+114.0% |
| Admin fee / account holder | $137 | $163-16.4% | $10,010-98.6% | $188-27.3% |