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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $59,574 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,882 | $82,917+136.2% | $103,333+89.6% | $77,643+152.3% |
| Participation rate | 95.4% | 71.6%+23.9pp | 74.5%+20.9pp | 70.6%+24.8pp |
| Annual return | 14.26% | 19.13%-4.9pp | 24.88%-10.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $6,161 | $3,552+73.5% | $3,868+59.3% | $2,726+126.0% |
| Participant deferral / active EE | $8,746 | $4,108+112.9% | $5,057+72.9% | $4,647+88.2% |
| Admin fee / account holder | $139 | $638-78.2% | $8,355-98.3% | $430-67.7% |