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 | $5,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,509 | $82,664-75.2% | $125,339-83.6% | $68,494-70.1% |
| Participation rate | 96.9% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.0pp |
| Annual return | -16.87% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,975 | $6,110+46.9% | $7,446+20.5% | $4,027+122.9% |
| Admin fee / account holder | $31 | $6,275-99.5% | $10,010-99.7% | $5,403-99.4% |