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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 | $1,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,464 | $130,194+79.3% | $169,993+37.3% | $71,457+226.7% |
| Participation rate | 99.2% | 86.1%+13.0pp | 87.0%+12.2pp | 67.9%+31.3pp |
| Annual return | 20.82% | 20.37%+0.5pp | 53.37%-32.6pp | 28.85%-8.0pp |
| Employer contribution / active EE | $12,182 | $4,381+178.0% | $6,785+79.5% | $2,588+370.8% |
| Participant deferral / active EE | $21,276 | $6,923+207.3% | $10,408+104.4% | $4,289+396.1% |
| Admin fee / account holder | $1 | $966-99.9% | $12,815-100.0% | $1,587-99.9% |