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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,889 |
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 | $41,758 | $64,909-35.7% | $82,313-49.3% | $62,292-33.0% |
| Participation rate | 89.9% | 74.9%+15.0pp | 76.9%+13.0pp | 69.5%+20.3pp |
| Annual return | 23.83% | 21.18%+2.6pp | 25.88%-2.0pp | 28.90%-5.1pp |
| Employer contribution / active EE | $2,012 | $1,676+20.1% | $2,428-17.1% | $2,042-1.5% |
| Participant deferral / active EE | $3,739 | $3,103+20.5% | $3,706+0.9% | $3,169+18.0% |
| Admin fee / account holder | $13 | $440-97.0% | $5,608-99.8% | $479-97.2% |