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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,679 |
TIMESCALE FINANCIAL INC1 year Service code 27 · EIN 47-3835496 | Advisory (Plan) | $9,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,258 | $59,107+5.3% | $86,436-28.0% | $68,494-9.1% |
| Participation rate | 84.8% | 75.2%+9.6pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -10.84% | -0.23%-10.6pp | 4394.89%-4405.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $994 | $2,519-60.5% | $3,769-73.6% | $2,596-61.7% |
| Participant deferral / active EE | $4,152 | $5,901-29.6% | $6,952-40.3% | $4,027+3.1% |
| Admin fee / account holder | $232 | $5,637-95.9% | $6,731-96.6% | $5,403-95.7% |