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 | $50,927 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,482 |
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 | $124,605 | $89,652+39.0% | $141,162-11.7% | $65,185+91.2% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 21.67% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,638 | $5,691+34.2% | $6,709+13.8% | $3,514+117.4% |
| Admin fee / account holder | $267 | $569-53.1% | $10,261-97.4% | $847-68.5% |