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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,309 | $99,078+2.3% | $96,544+4.9% | $74,419+36.1% |
| Participation rate | 96.7% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+26.0pp |
| Annual return | 15.97% | 22.48%-6.5pp | 25.84%-9.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $5,110 | $2,570+98.8% | $2,965+72.3% | $2,637+93.8% |
| Participant deferral / active EE | $6,776 | $4,933+37.4% | $4,851+39.7% | $4,528+49.6% |
| Admin fee / account holder | $70 | $225-68.9% | $8,252-99.2% | $348-79.9% |