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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,563 |
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 | $150,765 | $73,404+105.4% | $87,100+73.1% | $67,579+123.1% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.5pp |
| Annual return | 20.93% | 48.29%-27.4pp | 28.19%-7.3pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,220 | $2,014+10.2% | $2,521-11.9% | $2,148+3.4% |
| Participant deferral / active EE | $7,760 | $3,913+98.3% | $4,049+91.7% | $3,539+119.3% |
| Admin fee / account holder | $60 | $142-57.8% | $7,497-99.2% | $142-58.0% |