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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.
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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,678 | $79,171+61.3% | $102,423+24.7% | $74,495+71.4% |
| Participation rate | 93.3% | 74.8%+18.5pp | 76.5%+16.8pp | 67.2%+26.1pp |
| Annual return | 12.89% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,699 | $2,362+56.6% | $3,023+22.3% | $2,623+41.0% |
| Participant deferral / active EE | $8,826 | $4,415+99.9% | $5,053+74.7% | $4,346+103.1% |
| Admin fee / account holder | $61 | $2,001-97.0% | $9,451-99.4% | $1,942-96.9% |