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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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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGURAD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $40,428 |
Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $30,750 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
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 | $71,033 | $37,196+91.0% | $154,107-53.9% | $55,725+27.5% |
| Participation rate | 97.1% | 64.1%+33.0pp | 83.0%+14.0pp | 70.9%+26.2pp |
| Annual return | -5.52% | 1319.68%-1325.2pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $4,247 | $1,614+163.1% | $5,298-19.8% | $2,078+104.4% |
| Participant deferral / active EE | $4,496 | $2,068+117.4% | $5,081-11.5% | $3,356+34.0% |
| Admin fee / account holder | $200 | $102+96.5% | $13,411-98.5% | $115+73.3% |