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.
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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,189 |
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 | $208,562 | $100,801+106.9% | $149,696+39.3% | $73,409+184.1% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.5pp |
| Annual return | 18.25% | 265.34%-247.1pp | 276.60%-258.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $17,105 | $3,312+416.5% | $4,644+268.3% | $2,234+665.8% |
| Participant deferral / active EE | $11,576 | $6,404+80.8% | $6,842+69.2% | $3,805+204.2% |
| Admin fee / account holder | $115 | $181-36.5% | $9,309-98.8% | $158-27.3% |