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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,325 | $88,083+6.0% | $164,813-43.4% | $74,495+25.3% |
| Participation rate | 99.5% | 73.0%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 14.48% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,195 | $2,593+61.8% | $4,341-3.4% | $2,623+59.9% |
| Participant deferral / active EE | $3,566 | $4,498-20.7% | $6,031-40.9% | $4,346-17.9% |
| Admin fee / account holder | $27 | $2,234-98.8% | $12,690-99.8% | $1,942-98.6% |