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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,600 |
Service code 13 220 N UNION ST · KENNETT SQUARE, PA 19348 | Contract Administrator | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,820 | $86,944+96.5% | $107,525+58.9% | $74,304+129.9% |
| Participation rate | 79.4% | 59.6%+19.8pp | 75.1%+4.3pp | 60.3%+19.0pp |
| Annual return | 16.26% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $7,363 | $2,757+167.1% | $3,754+96.2% | $2,241+228.5% |
| Participant deferral / active EE | $9,230 | $3,554+159.7% | $5,116+80.4% | $3,767+145.0% |
| Admin fee / account holder | $5 | $3,727-99.9% | $8,919-99.9% | $2,969-99.8% |