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.
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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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,839 |
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 | $62,446 | $65,376-4.5% | $87,100-28.3% | $65,185-4.2% |
| Participation rate | 97.3% | 75.3%+21.9pp | 76.9%+20.4pp | 70.2%+27.1pp |
| Annual return | 34.13% | 31.27%+2.9pp | 28.19%+5.9pp | 29.38%+4.7pp |
| Employer contribution / active EE | $4,719 | $1,822+159.0% | $2,521+87.2% | $2,177+116.8% |
| Participant deferral / active EE | $5,695 | $3,388+68.1% | $4,049+40.7% | $3,514+62.1% |
| Admin fee / account holder | $46 | $520-91.2% | $7,497-99.4% | $847-94.6% |