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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,275 |
SF FISER & COMPANY1 year Filed as: S F FISER & CO Service code 10 · EIN 71-0749699 | Accounting | $12,800 |
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 | $127,311 | $78,422+62.3% | $95,952+32.7% | $79,858+59.4% |
| Participation rate | 94.8% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.2pp |
| Annual return | 12.23% | 19.37%-7.1pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,032 | $1,945+55.9% | $2,541+19.3% | $2,471+22.7% |
| Participant deferral / active EE | $3,043 | $3,440-11.5% | $4,167-27.0% | $3,740-18.6% |
| Admin fee / account holder | $271 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |