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 6-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $38,518 |
Service code 27 · EIN 82-1492364 | Advisory (Plan) | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,399 | $89,808-49.4% | $100,391-54.8% | $77,643-41.5% |
| Participation rate | 92.5% | 81.2%+11.3pp | 81.5%+11.0pp | 70.6%+21.9pp |
| Annual return | 13.80% | 20.62%-6.8pp | 49.20%-35.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,300 | $3,039+8.6% | $3,942-16.3% | $2,726+21.1% |
| Participant deferral / active EE | $5,256 | $8,284-36.6% | $8,082-35.0% | $4,647+13.1% |
| Admin fee / account holder | $87 | $174-50.4% | $7,899-98.9% | $430-79.9% |