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.
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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,920 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,574 | $111,608+69.9% | $177,821+6.6% | $73,409+158.2% |
| Participation rate | 93.0% | 87.9%+5.2pp | 87.7%+5.3pp | 72.2%+20.9pp |
| Annual return | 15.96% | 18.23%-2.3pp | 48.32%-32.4pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,308 | $3,796+13.5% | $5,918-27.2% | $2,234+92.9% |
| Participant deferral / active EE | $7,098 | $6,199+14.5% | $7,714-8.0% | $3,805+86.5% |
| Admin fee / account holder | $153 | $166-7.6% | $12,427-98.8% | $158-3.1% |