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 8-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,201 |
BDO USA, LLP1 year Service code 27 · EIN 13-5381590 | Advisory (Plan) | $11,130 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,119 | $84,936+89.7% | $111,297+44.8% | $79,386+103.0% |
| Participation rate | 99.5% | 75.9%+23.7pp | 77.3%+22.2pp | 70.7%+28.8pp |
| Annual return | 16.63% | 17.45%-0.8pp | 54.65%-38.0pp | 116.85%-100.2pp |
| Employer contribution / active EE | $4,233 | $1,979+113.9% | $2,731+55.0% | $2,427+74.4% |
| Participant deferral / active EE | $4,017 | $3,888+3.3% | $4,487-10.5% | $4,046-0.7% |
| Admin fee / account holder | $112 | $537-79.1% | $7,964-98.6% | $626-82.1% |