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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,337 | $52,406+60.9% | $129,207-34.7% | $74,495+13.2% |
| Participation rate | 93.6% | 53.8%+39.8pp | 69.6%+24.0pp | 67.2%+26.4pp |
| Annual return | 13.24% | 15.66%-2.4pp | 9417.33%-9404.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,586 | $1,531+134.3% | $4,153-13.6% | $2,623+36.7% |
| Participant deferral / active EE | $4,023 | $2,794+44.0% | $4,168-3.5% | $4,346-7.4% |
| Admin fee / account holder | $35 | $2,633-98.7% | $7,715-99.5% | $1,942-98.2% |