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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,423 | $84,487-2.4% | $125,339-34.2% | $66,914+23.2% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -17.13% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,654 | $3,553+2.8% | $4,814-24.1% | $2,544+43.6% |
| Participant deferral / active EE | $8,600 | $6,781+26.8% | $7,446+15.5% | $4,237+103.0% |
| Admin fee / account holder | $71 | $685-89.6% | $10,010-99.3% | $593-88.0% |