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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 | $13,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,485 | $101,317+143.3% | $146,958+67.7% | $74,495+230.9% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 14.67% | 8730.91%-8716.2pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,951 | $3,810-22.5% | $4,933-40.2% | $2,623+12.5% |
| Participant deferral / active EE | $10,759 | $7,303+47.3% | $8,070+33.3% | $4,346+147.6% |
| Admin fee / account holder | $58 | $1,739-96.6% | $12,998-99.6% | $1,942-97.0% |