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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $135,160 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $118,053 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $93,000 |
HUNTON ANDREWS KURTH LLP3 years Service code 16 · EIN 54-0572269 | Consulting | $44,004 |
FITZGERALD DEPIETRO & WOJNAS2 years Service code 99 · EIN 16-1163912 | Other Fees | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,786 | $112,686+44.5% | $169,993-4.2% | $80,160+103.1% |
| Participation rate | 98.2% | 87.4%+10.8pp | 87.0%+11.2pp | 72.9%+25.3pp |
| Annual return | 17.19% | 67.04%-49.9pp | 53.37%-36.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $5,987 | $4,481+33.6% | $6,785-11.8% | $2,978+101.1% |
| Participant deferral / active EE | $8,304 | $7,876+5.4% | $10,408-20.2% | $5,017+65.5% |
| Admin fee / account holder | $200 | $99+101.8% | $12,815-98.4% | $145+38.0% |