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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,273 | $98,727+94.8% | $113,168+69.9% | $85,563+124.7% |
| Participation rate | 88.5% | 80.8%+7.6pp | 76.6%+11.9pp | 66.0%+22.5pp |
| Annual return | 13.66% | 17.43%-3.8pp | 24.27%-10.6pp | 31.51%-17.9pp |
| Employer contribution / active EE | $6,399 | $2,907+120.2% | $2,975+115.1% | $2,654+141.2% |
| Participant deferral / active EE | $8,873 | $5,424+63.6% | $5,107+73.7% | $4,375+102.8% |
| Admin fee / account holder | $88 | $357-75.3% | $12,068-99.3% | $834-89.4% |