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 Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $37,158 |
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 | $70,586 | $69,159+2.1% | $125,175-43.6% | $67,579+4.4% |
| Participation rate | 90.3% | 78.2%+12.1pp | 79.8%+10.5pp | 71.3%+19.0pp |
| Annual return | 23.90% | 27.12%-3.2pp | 43.79%-19.9pp | 378.56%-354.7pp |
| Employer contribution / active EE | $976 | $2,023-51.7% | $3,865-74.7% | $2,148-54.5% |
| Participant deferral / active EE | $2,574 | $3,700-30.4% | $4,937-47.9% | $3,539-27.3% |
| Admin fee / account holder | $128 | $142-9.9% | $9,702-98.7% | $142-10.3% |