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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,064 |
APRIO LLP4 years Filed as: APRIO WEALTH MANAGEMENT Service code 27 · EIN 58-2484343 | Advisory (Plan) | $83,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,081 | $89,808-26.4% | $100,391-34.2% | $77,643-14.9% |
| Participation rate | 97.2% | 81.2%+16.0pp | 81.5%+15.7pp | 70.6%+26.6pp |
| Annual return | 16.62% | 20.62%-4.0pp | 49.20%-32.6pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,928 | $3,039-3.6% | $3,942-25.7% | $2,726+7.4% |
| Participant deferral / active EE | $10,674 | $8,284+28.8% | $8,082+32.1% | $4,647+129.7% |
| Admin fee / account holder | $136 | $174-21.9% | $7,899-98.3% | $430-68.4% |