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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.
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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 | $10,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,006 | $54,705+210.8% | $71,209+138.7% | $84,808+100.5% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 16.65% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,234 | $2,158+188.9% | $2,721+129.1% | $2,631+136.9% |
| Participant deferral / active EE | $13,331 | $3,030+339.9% | $4,175+219.3% | $4,212+216.5% |
| Admin fee / account holder | $68 | $4,863-98.6% | $5,349-98.7% | $7,344-99.1% |