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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,210 |
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 | $80,457 | $89,436-10.0% | $164,813-51.2% | $77,643+3.6% |
| Participation rate | 89.2% | 78.6%+10.6pp | 78.6%+10.6pp | 70.6%+18.7pp |
| Annual return | 13.68% | 28.83%-15.1pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,531 | $2,569-40.4% | $4,341-64.7% | $2,726-43.8% |
| Participant deferral / active EE | $4,393 | $4,897-10.3% | $6,031-27.2% | $4,647-5.5% |
| Admin fee / account holder | $113 | $339-66.8% | $12,690-99.1% | $430-73.8% |