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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.1 year Filed as: THE VANGUARD GROUP,INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,080 | $100,923+12.0% | $150,045-24.6% | $74,304+52.2% |
| Participation rate | 99.6% | 70.1%+29.5pp | 82.3%+17.3pp | 60.3%+39.2pp |
| Annual return | 23.08% | 51.77%-28.7pp | 62.55%-39.5pp | 29.43%-6.3pp |
| Employer contribution / active EE | $10,614 | $3,463+206.5% | $4,693+126.2% | $2,241+373.6% |
| Participant deferral / active EE | $21,064 | $6,709+213.9% | $7,997+163.4% | $3,767+459.1% |
| Admin fee / account holder | $11 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |