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 Filed as: THE VANGUARD GROUP Service code 10 · EIN 23-1945930 | Accounting | $29,325 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 99 1101 WOODRIDGE CENTER DR, STE 150 · CHARLOTTE, NC 28217 | Other Fees | $16,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,448 | $50,815+105.5% | $155,509-32.8% | $77,643+34.5% |
| Participation rate | 87.5% | 63.1%+24.4pp | 78.2%+9.3pp | 70.6%+16.9pp |
| Annual return | 16.12% | 34.80%-18.7pp | 64.67%-48.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $5,883 | $1,993+195.2% | $4,672+25.9% | $2,726+115.8% |
| Participant deferral / active EE | $3,923 | $2,822+39.0% | $5,626-30.3% | $4,647-15.6% |
| Admin fee / account holder | $22 | $437-95.0% | $15,912-99.9% | $430-94.9% |