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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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,589 |
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 | $24,419 | $46,072-47.0% | $70,014-65.1% | $55,167-55.7% |
| Participation rate | 95.4% | 67.5%+28.0pp | 71.8%+23.6pp | 69.0%+26.4pp |
| Annual return | 7.82% | 8.68%-0.9pp | 12.99%-5.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,354 | $1,500+56.9% | $2,338+0.7% | $1,963+20.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $23 | $428-94.5% | $4,380-99.5% | $504-95.3% |