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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,050 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,025 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $30,000 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,496 | $122,186-41.5% | $146,958-51.3% | $199,593-64.2% |
| Participation rate | 94.4% | 78.3%+16.2pp | 82.2%+12.3pp | 72.0%+22.5pp |
| Annual return | 14.58% | 30.56%-16.0pp | 418.34%-403.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,437 | $4,093-64.9% | $4,933-70.9% | $3,034-52.6% |
| Participant deferral / active EE | $9,969 | $8,502+17.3% | $8,070+23.5% | $5,087+96.0% |
| Admin fee / account holder | $170 | $179-4.7% | $12,998-98.7% | $269-36.6% |