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 7-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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $3,990 |
COMPASS 360, LLC2 years Filed as: COMPASS 360 LLC Service code 15 · EIN 81-1939215 118 PORTSMOUNT AVENUE · STRATHAM, NH 03885 | Recordkeeping | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,698 | $58,264+19.6% | $86,612-19.5% | $71,457-2.5% |
| Participation rate | 73.9% | 65.0%+8.9pp | 71.7%+2.2pp | 67.9%+5.9pp |
| Annual return | 25.20% | 21.63%+3.6pp | 591.07%-565.9pp | 28.85%-3.6pp |
| Employer contribution / active EE | $6,938 | $2,574+169.5% | $3,022+129.5% | $2,588+168.1% |
| Participant deferral / active EE | $8,198 | $3,436+138.6% | $4,438+84.7% | $4,289+91.2% |
| Admin fee / account holder | $26 | $1,057-97.6% | $5,614-99.5% | $1,587-98.4% |