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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.
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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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,959 | $65,435+144.5% | $86,677+84.5% | $66,914+139.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.43% | -10.89%-1.5pp | 35.91%-48.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $4,960 | $2,153+130.3% | $2,836+74.9% | $2,544+94.9% |
| Participant deferral / active EE | $6,189 | $4,100+50.9% | $4,656+32.9% | $4,237+46.1% |
| Admin fee / account holder | $9 | $642-98.6% | $7,493-99.9% | $593-98.5% |