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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,566 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,444 | $79,171-24.9% | $102,423-42.0% | $74,495-20.2% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 13.28% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,737 | $2,362+100.5% | $3,023+56.7% | $2,623+80.6% |
| Participant deferral / active EE | $3,397 | $4,415-23.1% | $5,053-32.8% | $4,346-21.8% |
| Admin fee / account holder | $129 | $2,001-93.5% | $9,451-98.6% | $1,942-93.3% |