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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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,343 | $81,625+87.9% | $167,512-8.5% | $74,304+106.4% |
| Participation rate | 97.6% | 60.0%+37.6pp | 77.1%+20.5pp | 60.3%+37.3pp |
| Annual return | 18.71% | 26.09%-7.4pp | 1615.79%-1597.1pp | 29.43%-10.7pp |
| Employer contribution / active EE | $2,940 | $2,010+46.2% | $3,882-24.3% | $2,241+31.2% |
| Participant deferral / active EE | $9,441 | $4,115+129.5% | $6,405+47.4% | $3,767+150.6% |
| Admin fee / account holder | $20 | $3,474-99.4% | $9,769-99.8% | $2,969-99.3% |