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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,882 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $5,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,780 | $101,317+39.9% | $146,958-3.5% | $74,495+90.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.36% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $4,148 | $3,810+8.9% | $4,933-15.9% | $2,623+58.1% |
| Participant deferral / active EE | $12,005 | $7,303+64.4% | $8,070+48.8% | $4,346+176.2% |
| Admin fee / account holder | $106 | $1,739-93.9% | $12,998-99.2% | $1,942-94.6% |