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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $34,924 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,709 | $66,528+84.4% | $86,874+41.2% | $86,799+41.4% |
| Participation rate | 96.4% | 72.4%+24.0pp | 71.6%+24.8pp | 72.3%+24.1pp |
| Annual return | 14.85% | 19.56%-4.7pp | 63.52%-48.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,884 | $2,007+43.7% | $2,495+15.6% | $2,405+19.9% |
| Participant deferral / active EE | $5,328 | $3,240+64.5% | $3,699+44.0% | $4,131+29.0% |
| Admin fee / account holder | $45 | $148-69.5% | $5,828-99.2% | $170-73.4% |