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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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,067 | $95,880+6.5% | $107,525-5.1% | $85,563+19.3% |
| Participation rate | 84.1% | 70.1%+14.0pp | 75.1%+9.0pp | 66.0%+18.1pp |
| Annual return | 17.27% | 68.06%-50.8pp | 181.32%-164.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $2,238 | $3,812-41.3% | $3,754-40.4% | $2,654-15.6% |
| Participant deferral / active EE | $4,425 | $4,201+5.3% | $5,116-13.5% | $4,375+1.1% |
| Admin fee / account holder | $27 | $1,025-97.3% | $8,919-99.7% | $834-96.7% |