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.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $14,924 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,502 | $80,177+47.8% | $123,892-4.4% | $57,658+105.5% |
| Participation rate | 97.9% | 74.4%+23.4pp | 81.4%+16.5pp | 70.2%+27.6pp |
| Annual return | 7.61% | 17.90%-10.3pp | 47.52%-39.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,872 | $2,913-1.4% | $4,617-37.8% | $1,974+45.5% |
| Participant deferral / active EE | $6,404 | $5,130+24.8% | $5,984+7.0% | $3,061+109.2% |
| Admin fee / account holder | $38 | $106-64.2% | $8,357-99.5% | $95-59.7% |