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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,284 | $88,890+25.2% | $102,423+8.7% | $77,643+43.3% |
| Participation rate | 94.1% | 80.9%+13.1pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 13.41% | 24.98%-11.6pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $5,262 | $2,698+95.1% | $3,023+74.0% | $2,726+93.0% |
| Participant deferral / active EE | $6,803 | $5,145+32.2% | $5,053+34.6% | $4,647+46.4% |
| Admin fee / account holder | $81 | $235-65.4% | $9,451-99.1% | $430-81.1% |