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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.1 year Service code 13 · EIN 23-1945930 | Contract Administrator | $10,178 |
Service code 13 · EIN 27-2487837 | Contract Administrator | $3,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,264 | $55,415+138.7% | $155,509-14.9% | $74,495+77.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 19.83% | 268.50%-248.7pp | 64.67%-44.8pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $6,517 | $2,267+187.4% | $4,672+39.5% | $2,623+148.4% |
| Participant deferral / active EE | $5,567 | $2,836+96.3% | $5,626-1.1% | $4,346+28.1% |
| Admin fee / account holder | $80 | $1,738-95.4% | $15,912-99.5% | $1,942-95.9% |