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.7 years Filed as: THE VANGUARD GROUP Service code 10 · EIN 23-1945930 | Accounting | $13,290 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 99 1101 WOODRIDGE CENTER DR, STE 150 · CHARLOTTE, NC 28217 | Other Fees | $6,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,668 | $47,126+43.6% | $149,673-54.8% | $74,419-9.1% |
| Participation rate | 83.7% | 63.4%+20.3pp | 78.8%+4.9pp | 70.7%+12.9pp |
| Annual return | 21.89% | 22.75%-0.9pp | 134.42%-112.5pp | 34.38%-12.5pp |
| Employer contribution / active EE | $4,271 | $1,905+124.1% | $4,818-11.4% | $2,637+61.9% |
| Participant deferral / active EE | $2,658 | $2,728-2.5% | $5,680-53.2% | $4,528-41.3% |
| Admin fee / account holder | $2 | $343-99.5% | $13,210-100.0% | $348-99.5% |