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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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,068 | $76,050+135.5% | $96,544+85.5% | $71,457+150.6% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 14.30% | 22.81%-8.5pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $5,121 | $2,244+128.2% | $2,965+72.7% | $2,588+97.9% |
| Participant deferral / active EE | $6,673 | $4,215+58.3% | $4,851+37.6% | $4,289+55.6% |
| Admin fee / account holder | $6 | $2,707-99.8% | $8,252-99.9% | $1,587-99.6% |