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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,065 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $11,250 |
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 | $121,012 | $74,347+62.8% | $93,606+29.3% | $67,579+79.1% |
| Participation rate | 98.4% | 80.6%+17.8pp | 75.8%+22.5pp | 71.3%+27.1pp |
| Annual return | 23.67% | 28.07%-4.4pp | 32.76%-9.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $4,123 | $2,583+59.6% | $2,718+51.7% | $2,148+92.0% |
| Participant deferral / active EE | $7,306 | $4,060+80.0% | $4,069+79.6% | $3,539+106.4% |
| Admin fee / account holder | $113 | $123-7.6% | $7,888-98.6% | $142-20.3% |