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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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,162 | $106,028-17.8% | $146,958-40.7% | $77,643+12.3% |
| Participation rate | 89.7% | 78.4%+11.4pp | 82.2%+7.6pp | 70.6%+19.2pp |
| Annual return | 19.89% | 56.73%-36.8pp | 418.34%-398.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $6,582 | $4,063+62.0% | $4,933+33.4% | $2,726+141.5% |
| Participant deferral / active EE | $16,532 | $7,990+106.9% | $8,070+104.9% | $4,647+255.7% |
| Admin fee / account holder | $7 | $337-97.8% | $12,998-99.9% | $430-98.3% |