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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,831 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 13-2834414 | Actuarial | $30,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,176 | $92,055-35.7% | $106,213-44.3% | $77,643-23.8% |
| Participation rate | 94.2% | 81.0%+13.2pp | 75.3%+18.9pp | 70.6%+23.6pp |
| Annual return | 13.27% | 17.91%-4.6pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,562 | $3,367-23.9% | $3,171-19.2% | $2,726-6.0% |
| Participant deferral / active EE | $4,670 | $5,386-13.3% | $5,016-6.9% | $4,647+0.5% |
| Admin fee / account holder | $138 | $219-37.0% | $11,033-98.7% | $430-67.9% |