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 4-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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $176,591 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,312 | $110,299-54.4% | $102,423-50.9% | $199,593-74.8% |
| Participation rate | 94.3% | 86.3%+8.0pp | 76.5%+17.8pp | 72.0%+22.3pp |
| Annual return | 12.64% | 35.73%-23.1pp | 29.32%-16.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $2,427 | $3,603-32.6% | $3,023-19.7% | $3,034-20.0% |
| Participant deferral / active EE | $3,941 | $6,376-38.2% | $5,053-22.0% | $5,087-22.5% |
| Admin fee / account holder | $117 | $122-4.3% | $9,451-98.8% | $269-56.4% |