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 10-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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,295 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $29,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,769 | $84,784-34.2% | $98,439-43.3% | $74,419-25.1% |
| Participation rate | 92.5% | 81.5%+11.0pp | 75.2%+17.3pp | 70.7%+21.8pp |
| Annual return | 16.46% | 20.59%-4.1pp | 21.16%-4.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,439 | $3,364-27.5% | $3,048-20.0% | $2,637-7.5% |
| Participant deferral / active EE | $4,315 | $5,218-17.3% | $4,738-8.9% | $4,528-4.7% |
| Admin fee / account holder | $118 | $204-42.3% | $8,948-98.7% | $348-66.1% |