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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.
See the 6-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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $360 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,903 | $84,487-70.5% | $125,339-80.1% | $66,914-62.8% |
| Participation rate | 75.7% | 76.4%-0.7pp | 82.4%-6.6pp | 69.8%+5.9pp |
| Annual return | -14.59% | -8.39%-6.2pp | 572.05%-586.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,988 | $6,781+62.0% | $7,446+47.6% | $4,237+159.3% |
| Admin fee / account holder | $3 | $685-99.5% | $10,010-100.0% | $593-99.4% |