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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $48,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,026 | $92,971+90.4% | $96,683+83.1% | $74,419+137.9% |
| Participation rate | 93.7% | 71.5%+22.1pp | 74.3%+19.3pp | 70.7%+23.0pp |
| Annual return | 17.13% | 37.49%-20.4pp | 35.69%-18.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $4,602 | $3,426+34.3% | $3,737+23.2% | $2,637+74.5% |
| Participant deferral / active EE | $7,816 | $3,970+96.9% | $4,878+60.2% | $4,528+72.6% |
| Admin fee / account holder | $110 | $633-82.6% | $6,730-98.4% | $348-68.3% |