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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,684 |
OSAIC WEALTH INC3 years Service code 27 14800 FRYE ROAD, 2ND FLOOR · FORT WORTH, TX 76155 | Advisory (Plan) | $25,000 |
MORNINGSTAR11+ years Service code 27 22 W. WASHINGTON STREET #7 · CHICAGO, IL 60602 | Advisory (Plan) | $3,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,033 | $119,446+34.8% | $150,045+7.3% | $85,563+88.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 16.79% | 23.72%-6.9pp | 62.55%-45.8pp | 31.51%-14.7pp |
| Employer contribution / active EE | $4,379 | $4,078+7.4% | $4,693-6.7% | $2,654+65.0% |
| Participant deferral / active EE | $10,166 | $7,985+27.3% | $7,997+27.1% | $4,375+132.3% |
| Admin fee / account holder | $156 | $548-71.5% | $13,435-98.8% | $834-81.3% |