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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,985 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $56,728 |
Service code 16 · EIN 80-0833114 | Consulting | $45,000 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $23,652 |
Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,803 | $106,028+58.3% | $146,958+14.2% | $77,643+116.1% |
| Participation rate | 99.7% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 18.61% | 56.73%-38.1pp | 418.34%-399.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $6,349 | $4,063+56.3% | $4,933+28.7% | $2,726+132.9% |
| Participant deferral / active EE | $21,375 | $7,990+167.5% | $8,070+164.9% | $4,647+359.9% |
| Admin fee / account holder | $215 | $337-36.2% | $12,998-98.3% | $430-50.0% |