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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,541 |
Filed as: DAVIDSON HOLLAND WHITESELL & CO PLL Service code 10 · EIN 56-1706742 | Accounting | $11,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,930 | $34,677+101.7% | $77,024-9.2% | $64,808+7.9% |
| Participation rate | 97.0% | 49.8%+47.2pp | 67.9%+29.1pp | 71.5%+25.6pp |
| Annual return | -17.66% | -5.33%-12.3pp | 42.32%-60.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,506 | $1,370+10.0% | $2,812-46.4% | $2,506-39.9% |
| Participant deferral / active EE | $4,895 | $2,556+91.5% | $4,426+10.6% | $4,310+13.6% |
| Admin fee / account holder | $79 | $179-55.8% | $5,425-98.5% | $188-58.0% |