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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,805 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,158 | $50,815+89.2% | $155,509-38.2% | $77,643+23.8% |
| Participation rate | 98.5% | 63.1%+35.4pp | 78.2%+20.3pp | 70.6%+27.9pp |
| Annual return | 12.60% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $5,603 | $1,993+181.2% | $4,672+19.9% | $2,726+105.6% |
| Participant deferral / active EE | $5,732 | $2,822+103.1% | $5,626+1.9% | $4,647+23.3% |
| Admin fee / account holder | $79 | $437-81.9% | $15,912-99.5% | $430-81.7% |