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.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $4,123 |
Service code 13 · EIN 27-2487837 | Contract Administrator | $1,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,100 | $49,915+156.6% | $154,803-17.2% | $74,304+72.4% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 16.99% | 34.06%-17.1pp | 58.88%-41.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $7,133 | $1,611+342.7% | $4,305+65.7% | $2,241+218.3% |
| Participant deferral / active EE | $5,695 | $2,255+152.6% | $5,540+2.8% | $3,767+51.2% |
| Admin fee / account holder | $32 | $2,189-98.6% | $14,329-99.8% | $2,969-98.9% |