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.
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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,525 |
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 | $155,156 | $88,122+76.1% | $141,162+9.9% | $67,579+129.6% |
| Participation rate | 96.5% | 76.5%+20.1pp | 82.5%+14.1pp | 71.3%+25.3pp |
| Annual return | 23.09% | 75.40%-52.3pp | 71.39%-48.3pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,303 | $3,224-28.6% | $4,735-51.4% | $2,148+7.2% |
| Participant deferral / active EE | $16,235 | $5,958+172.5% | $6,709+142.0% | $3,539+358.7% |
| Admin fee / account holder | $2 | $131-98.8% | $10,261-100.0% | $142-98.9% |