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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,485 |
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 | $248,777 | $70,002+255.4% | $115,037+116.3% | $52,331+375.4% |
| Participation rate | 91.9% | 72.1%+19.8pp | 81.4%+10.5pp | 68.1%+23.8pp |
| Annual return | 0.63% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $10,460 | $2,715+285.3% | $4,608+127.0% | $1,882+455.9% |
| Participant deferral / active EE | $8,178 | $4,920+66.2% | $6,026+35.7% | $3,022+170.6% |
| Admin fee / account holder | $3 | $566-99.4% | $8,175-100.0% | $592-99.4% |