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.1+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $17,612 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
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 | $111,939 | $55,182+102.9% | $73,307+52.7% | $55,191+102.8% |
| Participation rate | 96.5% | 73.9%+22.5pp | 74.9%+21.6pp | 69.2%+27.3pp |
| Annual return | 0.47% | 8.55%-8.1pp | 5.67%-5.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,943 | $4,641-36.6% | $4,991-41.0% | $3,046-3.4% |
| Admin fee / account holder | $35 | $68-49.1% | $5,637-99.4% | $91-61.6% |