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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $209,223 |
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 | $27,741 | $97,954-71.7% | $115,157-75.9% | $77,787-64.3% |
| Participation rate | 89.2% | 52.3%+36.9pp | 75.9%+13.3pp | 73.2%+16.0pp |
| Annual return | 21.38% | 23.95%-2.6pp | 35.60%-14.2pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,291 | $927+39.3% | $3,179-59.4% | $2,504-48.4% |
| Participant deferral / active EE | $2,275 | $1,655+37.5% | $4,168-45.4% | $3,967-42.7% |
| Admin fee / account holder | $33 | $347-90.6% | $7,088-99.5% | $100-67.4% |