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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,228 | $91,407+34.8% | $135,903-9.3% | $71,457+72.5% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 26.45% | 29.90%-3.4pp | 68.23%-41.8pp | 28.85%-2.4pp |
| Employer contribution / active EE | $4,090 | $3,703+10.4% | $4,856-15.8% | $2,588+58.0% |
| Participant deferral / active EE | $12,466 | $7,092+75.8% | $7,758+60.7% | $4,289+190.7% |
| Admin fee / account holder | $73 | $1,266-94.2% | $10,762-99.3% | $1,587-95.4% |