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.6 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $2,340 |
DUNBAR, BENDER & ZAPF, INC.5 years Service code 15 · EIN 25-1650062 | Recordkeeping | $1,550 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $2 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,167 | $77,899+92.8% | $149,673+0.3% | $75,163+99.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.49% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $8,277 | $3,137+163.8% | $4,818+71.8% | $2,670+210.0% |
| Participant deferral / active EE | $5,276 | $3,411+54.7% | $5,680-7.1% | $4,125+27.9% |
| Admin fee / account holder | $311 | $5,956-94.8% | $13,210-97.6% | $5,651-94.5% |