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 10-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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,773 |
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 | $40,558 | $59,584-31.9% | $86,874-53.3% | $79,386-48.9% |
| Participation rate | 84.7% | 67.7%+17.0pp | 71.6%+13.0pp | 70.7%+14.0pp |
| Annual return | 20.14% | 23.15%-3.0pp | 63.52%-43.4pp | 116.85%-96.7pp |
| Employer contribution / active EE | $2,162 | $1,768+22.3% | $2,495-13.4% | $2,427-11.0% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $79 | $604-87.0% | $5,828-98.7% | $626-87.4% |