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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $683,810 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $458,139 |
CURCIO WEBB3 years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $48,990 |
VINSON & ELKINS LLP3 years Service code 29 · EIN 74-1183015 | Legal | $37,709 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $19,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,929 | $76,774+152.6% | $112,228+72.8% | $77,904+148.9% |
| Participation rate | 84.5% | 80.2%+4.4pp | 75.1%+9.5pp | 73.7%+10.9pp |
| Annual return | -12.83% | -10.25%-2.6pp | 27.45%-40.3pp | 12.21%-25.0pp |
| Employer contribution / active EE | $5,316 | $3,977+33.7% | $3,635+46.3% | $2,848+86.7% |
| Participant deferral / active EE | $9,447 | $3,778+150.0% | $4,728+99.8% | $4,806+96.6% |
| Admin fee / account holder | $130 | $239-45.7% | $6,410-98.0% | $133-2.1% |