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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 | $12,240 |
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 | $64,140 | $82,978-22.7% | $130,231-50.7% | $74,419-13.8% |
| Participation rate | 95.9% | 73.7%+22.2pp | 76.3%+19.6pp | 70.7%+25.1pp |
| Annual return | 19.24% | 123.05%-103.8pp | 38.77%-19.5pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,055 | $3,391-9.9% | $4,126-25.9% | $2,637+15.9% |
| Participant deferral / active EE | $5,670 | $5,370+5.6% | $6,799-16.6% | $4,528+25.2% |
| Admin fee / account holder | $38 | $354-89.2% | $6,020-99.4% | $348-89.0% |