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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.
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.7 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $50,024 |
GIBSON CAPITAL, LLC7 years Filed as: GIBSON CAPITAL Service code 26 6600 BROOKTREE COURT · WEXFORD, PA 15090 | Advisory (Participants) | $39,018 |
Service code 10 340 SEVEN SPRINGS WAY, STE. 720 · BRENTWOOD, TN 37027 | Accounting | $13,250 |
ASCENSUS LLC9+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $10,986 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,366 | $49,693-51.0% | $70,515-65.4% | $74,419-67.3% |
| Participation rate | 97.4% | 64.7%+32.7pp | 68.3%+29.0pp | 70.7%+26.7pp |
| Annual return | 14.95% | 21.22%-6.3pp | 32.77%-17.8pp | 34.38%-19.4pp |
| Employer contribution / active EE | $373 | $1,773-79.0% | $2,973-87.4% | $2,637-85.8% |
| Participant deferral / active EE | $2,656 | $3,376-21.3% | $4,567-41.8% | $4,528-41.3% |
| Admin fee / account holder | $146 | $316-53.7% | $6,412-97.7% | $348-57.9% |