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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,179 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,017 | $52,639+114.7% | $185,117-38.9% | $62,292+81.4% |
| Participation rate | 98.3% | 63.9%+34.4pp | 77.3%+21.0pp | 69.5%+28.8pp |
| Annual return | 18.09% | 19.57%-1.5pp | 40.50%-22.4pp | 28.90%-10.8pp |
| Employer contribution / active EE | $3,570 | $1,483+140.8% | $4,182-14.6% | $2,042+74.8% |
| Participant deferral / active EE | $7,626 | $3,097+146.2% | $5,045+51.2% | $3,169+140.6% |
| Admin fee / account holder | $3 | $374-99.3% | $8,159-100.0% | $479-99.5% |