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 | $172,510 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,065 | $95,388+6.0% | $125,339-19.4% | $77,904+29.7% |
| Participation rate | 98.9% | 78.6%+20.3pp | 82.4%+16.5pp | 73.7%+25.2pp |
| Annual return | -15.26% | 116.19%-131.4pp | 572.05%-587.3pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,537 | $3,666-58.1% | $4,814-68.1% | $2,848-46.0% |
| Participant deferral / active EE | $10,759 | $7,711+39.5% | $7,446+44.5% | $4,806+123.9% |
| Admin fee / account holder | $95 | $119-20.0% | $10,010-99.1% | $133-28.3% |