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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,827 |
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 | $191,435 | $89,739+113.3% | $149,718+27.9% | $62,292+207.3% |
| Participation rate | 97.5% | 85.1%+12.4pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 20.82% | 21.01%-0.2pp | 1501.63%-1480.8pp | 28.90%-8.1pp |
| Employer contribution / active EE | $3,678 | $3,233+13.8% | $5,445-32.5% | $2,042+80.1% |
| Participant deferral / active EE | $9,435 | $4,797+96.7% | $6,569+43.6% | $3,169+197.7% |
| Admin fee / account holder | $94 | $551-82.9% | $11,283-99.2% | $479-80.3% |