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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,723 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,711 | $155,795-16.1% | $136,294-4.1% | $69,631+87.7% |
| Participation rate | 99.1% | 75.2%+23.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 16.89% | 232464.33%-232447.4pp | 5155.94%-5139.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,967 | $2,991-0.8% | $4,695-36.8% | $2,032+46.0% |
| Participant deferral / active EE | $6,754 | $5,394+25.2% | $6,247+8.1% | $3,224+109.5% |
| Admin fee / account holder | $38 | $128-70.1% | $9,243-99.6% | $110-65.2% |