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 8-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,047 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,101 | $50,666+300.9% | $76,817+164.4% | $65,185+211.6% |
| Participation rate | 92.1% | 68.8%+23.3pp | 72.1%+20.0pp | 70.2%+21.9pp |
| Annual return | 23.55% | 28.51%-5.0pp | 1166.11%-1142.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $9,833 | $1,575+524.4% | $2,302+327.1% | $2,177+351.8% |
| Participant deferral / active EE | $5,165 | $2,647+95.1% | $3,336+54.8% | $3,514+47.0% |
| Admin fee / account holder | $55 | $463-88.1% | $6,420-99.1% | $847-93.5% |