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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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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,714 |
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 | $88,435 | $89,355-1.0% | $141,162-37.4% | $72,985+21.2% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 20.23% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $7,078 | $3,114+127.3% | $4,735+49.5% | $2,440+190.1% |
| Participant deferral / active EE | $5,522 | $5,418+1.9% | $6,709-17.7% | $3,607+53.1% |
| Admin fee / account holder | $57 | $5,958-99.0% | $10,261-99.4% | $5,124-98.9% |