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 | $124,971 |
CARR, RIGGS & INGRAM, LLC4 years Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $12,500 |
VALERIE T MAYER2 years Service code 29 · EIN 90-1188652 | Legal | $1,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,998 | $53,136+123.9% | $155,509-23.5% | $199,593-40.4% |
| Participation rate | 94.5% | 64.1%+30.4pp | 78.2%+16.3pp | 72.0%+22.5pp |
| Annual return | 13.40% | 41.15%-27.7pp | 64.67%-51.3pp | 34.25%-20.8pp |
| Employer contribution / active EE | $5,055 | $1,851+173.1% | $4,672+8.2% | $3,034+66.6% |
| Participant deferral / active EE | $3,639 | $3,161+15.1% | $5,626-35.3% | $5,087-28.5% |
| Admin fee / account holder | $89 | $185-52.2% | $15,912-99.4% | $269-67.0% |