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 |
|---|---|---|
EAGLES STRATEGIES, LLC7 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,248 | $102,317-15.7% | $146,958-41.3% | $80,856+6.7% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.2%-7.7pp | 67.6%+6.9pp |
| Annual return | 14.13% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,585 | $3,713-30.4% | $4,933-47.6% | $2,755-6.1% |
| Participant deferral / active EE | $5,728 | $6,644-13.8% | $8,070-29.0% | $4,296+33.3% |
| Admin fee / account holder | $158 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |