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.
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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 Service code 15 · EIN 23-1945930 | Recordkeeping | $15,869 |
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $15,352 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,540 | $125,758-49.5% | $169,993-62.6% | $75,163-15.5% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.0%+11.7pp | 67.2%+31.5pp |
| Annual return | 15.64% | 27.20%-11.6pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $4,613 | $4,6150% | $6,785-32.0% | $2,670+72.8% |
| Participant deferral / active EE | $3,882 | $6,837-43.2% | $10,408-62.7% | $4,125-5.9% |
| Admin fee / account holder | $226 | $8,173-97.2% | $12,815-98.2% | $5,651-96.0% |