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.4+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,251 |
THE VANGUARD GROUP, INC.4+ 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 | $104,977 | $65,223+61.0% | $80,019+31.2% | $55,725+88.4% |
| Participation rate | 97.9% | 80.6%+17.3pp | 75.8%+22.0pp | 70.9%+27.0pp |
| Annual return | -3.08% | 7.59%-10.7pp | 11.22%-14.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $4,129 | $2,544+62.3% | $2,468+67.3% | $2,078+98.7% |
| Participant deferral / active EE | $7,574 | $3,881+95.2% | $3,686+105.5% | $3,356+125.7% |
| Admin fee / account holder | $62 | $114-45.6% | $6,521-99.0% | $115-46.0% |