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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $128,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,010 | $100,801+68.7% | $149,696+13.6% | $73,409+131.6% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.3pp | 72.2%+26.6pp |
| Annual return | 17.77% | 265.34%-247.6pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,502 | $3,312-54.7% | $4,644-67.7% | $2,234-32.8% |
| Participant deferral / active EE | $8,463 | $6,404+32.1% | $6,842+23.7% | $3,805+122.4% |
| Admin fee / account holder | $204 | $181+13.0% | $9,309-97.8% | $158+29.4% |