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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $160,544 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $45,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,418 | $104,631-50.9% | $98,439-47.8% | $80,160-35.9% |
| Participation rate | 92.7% | 87.5%+5.1pp | 75.2%+17.5pp | 72.9%+19.7pp |
| Annual return | 17.93% | 34.72%-16.8pp | 21.16%-3.2pp | 40.38%-22.4pp |
| Employer contribution / active EE | $2,155 | $4,517-52.3% | $3,048-29.3% | $2,978-27.6% |
| Participant deferral / active EE | $4,149 | $6,545-36.6% | $4,738-12.4% | $5,017-17.3% |
| Admin fee / account holder | $125 | $105+19.3% | $8,948-98.6% | $145-13.7% |