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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,170 |
SAFE ASSOCIATES, INC.1 year Filed as: SAFE HARBOR INVESTMENT ADVISORS Service code 27 PO BOX 360 · MONROVIA, MD 21770 | Advisory (Plan) | $827 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,044 | $79,013+198.7% | $100,391+135.1% | $74,495+216.9% |
| Participation rate | 99.2% | 79.5%+19.7pp | 81.5%+17.7pp | 67.2%+32.0pp |
| Annual return | 20.23% | 20.41%-0.2pp | 49.20%-29.0pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $7,004 | $3,021+131.8% | $3,942+77.7% | $2,623+167.0% |
| Participant deferral / active EE | $13,490 | $7,760+73.8% | $8,082+66.9% | $4,346+210.4% |
| Admin fee / account holder | $118 | $1,320-91.1% | $7,899-98.5% | $1,942-93.9% |