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 Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,431 |
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 | $66,297 | $91,552-27.6% | $133,956-50.5% | $79,858-17.0% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.6pp |
| Annual return | 13.30% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,685 | $2,384+12.6% | $3,919-31.5% | $2,471+8.7% |
| Participant deferral / active EE | $3,002 | $3,733-19.6% | $5,048-40.5% | $3,740-19.7% |
| Admin fee / account holder | $198 | $6,321-96.9% | $8,927-97.8% | $5,306-96.3% |