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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,705 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,051 | $88,634-31.1% | $101,326-39.7% | $74,304-17.8% |
| Participation rate | 93.7% | 76.9%+16.9pp | 81.5%+12.2pp | 60.3%+33.4pp |
| Annual return | 21.46% | 33.10%-11.6pp | 36.82%-15.4pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,062 | $7,322+64.7% | $7,994+50.9% | $3,767+220.2% |
| Admin fee / account holder | $39 | $2,425-98.4% | $11,185-99.6% | $2,969-98.7% |