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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.
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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 | $1,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,596 | $82,202-47.0% | $125,339-65.2% | $64,808-32.7% |
| Participation rate | 82.7% | 77.9%+4.8pp | 82.4%+0.3pp | 71.5%+11.2pp |
| Annual return | -13.16% | 3.48%-16.6pp | 572.05%-585.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $4,560 | $3,615+26.1% | $4,814-5.3% | $2,506+82.0% |
| Participant deferral / active EE | $10,874 | $7,175+51.5% | $7,446+46.0% | $4,310+152.3% |
| Admin fee / account holder | $7 | $163-95.8% | $10,010-99.9% | $188-96.4% |