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 Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $18,830 |
THE RIGHT TPA LLC2 years Service code 37 · EIN 26-0559925 | Loan Processing | $1,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,146 | $78,485-4.3% | $106,213-29.2% | $74,495+0.9% |
| Participation rate | 86.5% | 72.8%+13.6pp | 75.3%+11.2pp | 67.2%+19.3pp |
| Annual return | 9.63% | 15.95%-6.3pp | 116.14%-106.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $4,321 | $2,523+71.3% | $3,171+36.3% | $2,623+64.8% |
| Participant deferral / active EE | $3,418 | $4,322-20.9% | $5,016-31.9% | $4,346-21.4% |
| Admin fee / account holder | $72 | $2,232-96.8% | $11,033-99.3% | $1,942-96.3% |