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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $140,817 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $54,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,961 | $112,623-39.7% | $106,213-36.0% | $199,593-66.0% |
| Participation rate | 92.8% | 86.2%+6.6pp | 75.3%+17.6pp | 72.0%+20.9pp |
| Annual return | 14.20% | 15.57%-1.4pp | 116.14%-101.9pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,238 | $4,575-51.1% | $3,171-29.4% | $3,034-26.3% |
| Participant deferral / active EE | $4,257 | $6,659-36.1% | $5,016-15.1% | $5,087-16.3% |
| Admin fee / account holder | $144 | $107+34.8% | $11,033-98.7% | $269-46.4% |