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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,186 |
IMA WEALTH INC2 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $8,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,902 | $101,317-38.9% | $146,958-57.9% | $74,495-16.9% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.2%+4.2pp | 67.2%+19.1pp |
| Annual return | 37.79% | 8730.91%-8693.1pp | 418.34%-380.5pp | 1364.94%-1327.2pp |
| Employer contribution / active EE | $7,478 | $3,810+96.3% | $4,933+51.6% | $2,623+185.1% |
| Participant deferral / active EE | $14,147 | $7,303+93.7% | $8,070+75.3% | $4,346+225.5% |
| Admin fee / account holder | $74 | $1,739-95.8% | $12,998-99.4% | $1,942-96.2% |