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 | $23,083 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $18,750 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,820 | $101,317-18.3% | $146,958-43.6% | $74,495+11.2% |
| Participation rate | 88.7% | 75.5%+13.2pp | 82.2%+6.5pp | 67.2%+21.5pp |
| Annual return | 17.74% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,904 | $3,810+2.5% | $4,933-20.9% | $2,623+48.8% |
| Participant deferral / active EE | $10,783 | $7,303+47.7% | $8,070+33.6% | $4,346+148.1% |
| Admin fee / account holder | $144 | $1,739-91.7% | $12,998-98.9% | $1,942-92.6% |