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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,324 |
INNOVEST PORTFOLIO SOLUTIONS LLC3+ years Service code 16 · EIN 84-1612955 | Consulting | $45,461 |
EKS&H LLLP2+ years Service code 10 · EIN 46-1497033 | Accounting | $14,000 |
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 | $195,098 | $155,795+25.2% | $136,294+43.1% | $69,631+180.2% |
| Participation rate | 98.0% | 75.2%+22.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 16.90% | 232464.33%-232447.4pp | 5155.94%-5139.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $11,427 | $2,991+282.0% | $4,695+143.4% | $2,032+462.3% |
| Participant deferral / active EE | $10,695 | $5,394+98.3% | $6,247+71.2% | $3,224+231.8% |
| Admin fee / account holder | $157 | $128+22.2% | $9,243-98.3% | $110+41.9% |