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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,854 |
ONE ADVISORY PARTNERS LLC2 years Service code 27 10851 MASTIN · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,500 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $245 |
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 | $58,246 | $88,515-34.2% | $162,163-64.1% | $67,579-13.8% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+10.9pp | 71.3%+27.2pp |
| Annual return | 20.29% | 27.04%-6.7pp | 115.59%-95.3pp | 378.56%-358.3pp |
| Employer contribution / active EE | $2,353 | $3,563-34.0% | $5,614-58.1% | $2,148+9.6% |
| Participant deferral / active EE | $3,549 | $5,724-38.0% | $7,298-51.4% | $3,539+0.3% |
| Admin fee / account holder | $156 | $124+26.4% | $10,843-98.6% | $142+9.9% |