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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 | $36,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,197 | $53,136-65.8% | $155,509-88.3% | $199,593-90.9% |
| Participation rate | 79.0% | 64.1%+14.9pp | 78.2%+0.8pp | 72.0%+7.0pp |
| Annual return | 18.00% | 41.15%-23.1pp | 64.67%-46.7pp | 34.25%-16.2pp |
| Employer contribution / active EE | $1,006 | $1,851-45.7% | $4,672-78.5% | $3,034-66.9% |
| Participant deferral / active EE | $4,116 | $3,161+30.2% | $5,626-26.8% | $5,087-19.1% |
| Admin fee / account holder | $18 | $185-90.2% | $15,912-99.9% | $269-93.2% |