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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $195,953 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,789 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC Service code 16 · EIN 36-3485298 | Consulting | $53,542 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $19,183 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $14,750 |
Participant contribution per participant 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 | $156,657 | $61,756+153.7% | $70,092+123.5% | $77,904+101.1% |
| Participation rate | 98.2% | 79.9%+18.4pp | 70.5%+27.8pp | 73.7%+24.6pp |
| Annual return | -15.14% | -11.86%-3.3pp | 190.73%-205.9pp | 12.21%-27.3pp |
| Employer contribution / active EE | $8,791 | $2,706+224.8% | $2,559+243.6% | $2,848+208.7% |
| Participant deferral / active EE | $64 | $3,977-98.4% | $3,849-98.3% | $4,806-98.7% |
| Admin fee / account holder | $148 | $101+46.4% | $6,267-97.6% | $133+11.9% |