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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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,998 | $59,417+78.4% | $93,606+13.2% | $74,495+42.3% |
| Participation rate | 90.2% | 59.7%+30.5pp | 68.7%+21.5pp | 67.2%+23.0pp |
| Annual return | 13.11% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,455 | $1,264+15.1% | $2,420-39.9% | $2,623-44.5% |
| Participant deferral / active EE | $4,035 | $3,050+32.3% | $4,411-8.5% | $4,346-7.2% |
| Admin fee / account holder | $19 | $3,021-99.4% | $8,285-99.8% | $1,942-99.0% |