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 |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $20,930 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,171 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,927 | $89,753+28.0% | $107,525+6.9% | $84,808+35.5% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.2pp |
| Annual return | 4.99% | 29.48%-24.5pp | 181.32%-176.3pp | 40.90%-35.9pp |
| Employer contribution / active EE | $1,161 | $3,113-62.7% | $3,754-69.1% | $2,631-55.9% |
| Participant deferral / active EE | $5,079 | $4,056+25.2% | $5,116-0.7% | $4,212+20.6% |
| Admin fee / account holder | $228 | $7,222-96.8% | $8,919-97.4% | $7,344-96.9% |