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 | $12,164 |
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 | $35,944 | $75,183-52.2% | $123,892-71.0% | $55,167-34.8% |
| Participation rate | 73.6% | 72.8%+0.8pp | 81.4%-7.8pp | 69.0%+4.6pp |
| Annual return | 9.16% | 19.01%-9.8pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,236 | $2,823-20.8% | $4,617-51.6% | $1,963+14.0% |
| Participant deferral / active EE | $4,140 | $5,084-18.6% | $5,984-30.8% | $3,054+35.6% |
| Admin fee / account holder | $64 | $663-90.3% | $8,357-99.2% | $504-87.3% |