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 Service code 15 · EIN 23-1945930 | Recordkeeping | $16,448 |
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 | $147,574 | $98,982+49.1% | $162,163-9.0% | $65,185+126.4% |
| Participation rate | 94.9% | 85.8%+9.1pp | 87.6%+7.3pp | 70.2%+24.7pp |
| Annual return | 21.39% | 24.84%-3.5pp | 115.59%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,853 | $3,467+11.1% | $5,614-31.4% | $2,177+77.0% |
| Participant deferral / active EE | $8,745 | $5,384+62.4% | $7,298+19.8% | $3,514+148.9% |
| Admin fee / account holder | $69 | $596-88.4% | $10,843-99.4% | $847-91.8% |