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 |
|---|---|---|
IFS ADVISORY LLC2 years Service code 27 · EIN 35-2312635 | Advisory (Plan) | $37,826 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,104 | $77,660+35.3% | $109,143-3.7% | $79,386+32.4% |
| Participation rate | 98.1% | 67.8%+30.3pp | 75.9%+22.2pp | 70.7%+27.4pp |
| Annual return | 14.09% | 23.44%-9.3pp | 25.75%-11.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $4,641 | $2,797+65.9% | $3,722+24.7% | $2,427+91.2% |
| Participant deferral / active EE | $6,347 | $3,518+80.4% | $4,653+36.4% | $4,046+56.9% |
| Admin fee / account holder | $288 | $732-60.6% | $6,752-95.7% | $626-54.0% |