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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,162 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,607 | $91,372+30.9% | $129,995-8.0% | $74,419+60.7% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.4pp |
| Annual return | 16.16% | 23.21%-7.1pp | -137.18%+153.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,253 | $2,563+26.9% | $4,320-24.7% | $2,637+23.4% |
| Participant deferral / active EE | $5,913 | $4,721+25.3% | $5,820+1.6% | $4,528+30.6% |
| Admin fee / account holder | $56 | $283-80.2% | $10,614-99.5% | $348-83.9% |