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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,632 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,929 | $92,055+31.4% | $106,213+13.9% | $77,643+55.8% |
| Participation rate | 95.5% | 81.0%+14.5pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 12.29% | 17.91%-5.6pp | 116.14%-103.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $4,330 | $3,367+28.6% | $3,171+36.5% | $2,726+58.9% |
| Participant deferral / active EE | $8,830 | $5,386+64.0% | $5,016+76.0% | $4,647+90.0% |
| Admin fee / account holder | $182 | $219-17.1% | $11,033-98.4% | $430-57.8% |