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 7-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 | $239,829 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $81,158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,541 | $53,136-18.1% | $155,509-72.0% | $199,593-78.2% |
| Participation rate | 98.4% | 64.1%+34.3pp | 78.2%+20.2pp | 72.0%+26.4pp |
| Annual return | 12.74% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $3,422 | $1,851+84.9% | $4,672-26.8% | $3,034+12.8% |
| Participant deferral / active EE | $3,765 | $3,161+19.1% | $5,626-33.1% | $5,087-26.0% |
| Admin fee / account holder | $73 | $185-60.5% | $15,912-99.5% | $269-72.8% |