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 | $30,153 |
Filed as: FRAZIER FINANCIAL ADVISORS Service code 27 1690 W LANE AVE · COLUMBUS, OH 43221 | Advisory (Plan) | $29,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,027 | $100,923-64.3% | $150,045-76.0% | $74,304-51.5% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.3%-6.5pp | 60.3%+15.5pp |
| Annual return | 18.96% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $920 | $3,463-73.4% | $4,693-80.4% | $2,241-58.9% |
| Participant deferral / active EE | $4,068 | $6,709-39.4% | $7,997-49.1% | $3,767+8.0% |
| Admin fee / account holder | $222 | $2,767-92.0% | $13,435-98.3% | $2,969-92.5% |