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.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $4,710 |
COMPASS 360, LLC3 years Filed as: COMPASS 360 LLC Service code 15 · EIN 81-1939215 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Recordkeeping | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,477 | $60,323+21.8% | $81,812-10.2% | $74,495-1.4% |
| Participation rate | 74.0% | 62.9%+11.1pp | 72.3%+1.6pp | 67.2%+6.8pp |
| Annual return | 16.58% | 16.90%-0.3pp | 773.79%-757.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7,662 | $2,620+192.4% | $2,912+163.1% | $2,623+192.1% |
| Participant deferral / active EE | $8,809 | $3,387+160.1% | $4,319+104.0% | $4,346+102.7% |
| Admin fee / account holder | $16 | $1,486-98.9% | $7,386-99.8% | $1,942-99.2% |