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.1+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $17,038 |
THE VANGUARD GROUP, INC.1+ years Service code 99 | Other Fees | $0 |
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 | $98,495 | $53,412+84.4% | $68,509+43.8% | $52,331+88.2% |
| Participation rate | 87.9% | 71.7%+16.2pp | 74.7%+13.1pp | 68.1%+19.8pp |
| Annual return | 0.07% | 3.42%-3.4pp | 8.27%-8.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $3,206 | $1,607+99.5% | $2,278+40.7% | $1,882+70.4% |
| Participant deferral / active EE | $7,108 | $2,688+164.4% | $3,382+110.1% | $3,022+135.2% |
| Admin fee / account holder | $63 | $461-86.3% | $5,275-98.8% | $592-89.3% |