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 | $1,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,020 | $122,239-10.8% | $184,203-40.8% | $74,495+46.3% |
| Participation rate | 85.4% | 85.5%-0.1pp | 86.8%-1.5pp | 67.2%+18.2pp |
| Annual return | 23.08% | 19.95%+3.1pp | 28.81%-5.7pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $1,891 | $4,537-58.3% | $6,427-70.6% | $2,623-27.9% |
| Participant deferral / active EE | $13,778 | $7,139+93.0% | $9,131+50.9% | $4,346+217.0% |
| Admin fee / account holder | $11 | $1,260-99.1% | $13,901-99.9% | $1,942-99.4% |