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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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,422 | $58,778+50.4% | $129,207-31.6% | $77,643+13.9% |
| Participation rate | 95.0% | 59.2%+35.8pp | 69.6%+25.4pp | 70.6%+24.4pp |
| Annual return | 16.10% | 24.73%-8.6pp | 9417.33%-9401.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,456 | $1,952+77.1% | $4,153-16.8% | $2,726+26.8% |
| Participant deferral / active EE | $8,736 | $3,212+171.9% | $4,168+109.6% | $4,647+88.0% |
| Admin fee / account holder | $105 | $589-82.1% | $7,715-98.6% | $430-75.5% |