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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,361 |
BENEFIT FUNDING SERVICES GROUP3+ years Service code 16 · EIN 20-8532658 | Consulting | $24,991 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 99 | Other Fees | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,184 | $46,966+9.0% | $185,117-72.4% | $69,631-26.5% |
| Participation rate | 97.8% | 65.3%+32.6pp | 77.3%+20.6pp | 70.7%+27.1pp |
| Annual return | 13.96% | 22.36%-8.4pp | 40.50%-26.5pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,229 | $1,360-9.7% | $4,182-70.6% | $2,032-39.5% |
| Participant deferral / active EE | $3,593 | $3,017+19.1% | $5,045-28.8% | $3,224+11.5% |
| Admin fee / account holder | $81 | $94-13.4% | $8,159-99.0% | $110-26.4% |