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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.
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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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,089 | $53,053+98.1% | $126,539-17.0% | $74,304+41.4% |
| Participation rate | 94.4% | 48.0%+46.4pp | 69.8%+24.6pp | 60.3%+34.1pp |
| Annual return | 18.02% | 29.46%-11.4pp | 425.95%-407.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $4,043 | $1,168+246.3% | $3,674+10.1% | $2,241+80.4% |
| Participant deferral / active EE | $4,712 | $2,303+104.6% | $4,083+15.4% | $3,767+25.1% |
| Admin fee / account holder | $58 | $3,698-98.4% | $6,065-99.0% | $2,969-98.0% |