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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $88,009 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $8,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,394 | $92,971-55.5% | $96,683-57.2% | $74,419-44.4% |
| Participation rate | 91.9% | 71.5%+20.4pp | 74.3%+17.6pp | 70.7%+21.2pp |
| Annual return | 13.87% | 37.49%-23.6pp | 35.69%-21.8pp | 34.38%-20.5pp |
| Employer contribution / active EE | $5,207 | $3,426+52.0% | $3,737+39.4% | $2,637+97.4% |
| Participant deferral / active EE | $2,342 | $3,970-41.0% | $4,878-52.0% | $4,528-48.3% |
| Admin fee / account holder | $67 | $633-89.4% | $6,730-99.0% | $348-80.7% |