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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $100,411 |
APRIO LLP3 years Filed as: APRIO WEALTH MANAGEMENT Service code 27 · EIN 58-2484343 | Advisory (Plan) | $65,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,026 | $89,282-36.1% | $94,646-39.7% | $74,419-23.4% |
| Participation rate | 90.7% | 82.4%+8.2pp | 80.8%+9.8pp | 70.7%+19.9pp |
| Annual return | 22.97% | 25.96%-3.0pp | 156.71%-133.7pp | 34.38%-11.4pp |
| Employer contribution / active EE | $2,588 | $3,022-14.4% | $3,672-29.5% | $2,637-1.9% |
| Participant deferral / active EE | $10,474 | $8,425+24.3% | $7,418+41.2% | $4,528+131.3% |
| Admin fee / account holder | $123 | $219-43.7% | $7,231-98.3% | $348-64.6% |