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 | $1,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,437 | $102,317+124.2% | $146,958+56.1% | $80,856+183.8% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.2%+4.6pp | 67.6%+19.1pp |
| Annual return | 15.38% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,588 | $3,713+23.6% | $4,933-7.0% | $2,755+66.6% |
| Participant deferral / active EE | $13,223 | $6,644+99.0% | $8,070+63.9% | $4,296+207.8% |
| Admin fee / account holder | $16 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |