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 10-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,420 |
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 | $56,499 | $86,655-34.8% | $119,609-52.8% | $66,914-15.6% |
| Participation rate | 96.2% | 75.6%+20.6pp | 79.3%+16.9pp | 69.8%+26.4pp |
| Annual return | -15.41% | -8.00%-7.4pp | -14.97%-0.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $4,384 | $2,536+72.9% | $4,232+3.6% | $2,544+72.3% |
| Participant deferral / active EE | $7,627 | $4,358+75.0% | $5,602+36.2% | $4,237+80.0% |
| Admin fee / account holder | $14 | $755-98.1% | $10,323-99.9% | $593-97.6% |