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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,020 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,225 | $59,535+157.4% | $90,160+69.9% | $62,292+146.0% |
| Participation rate | 76.4% | 73.0%+3.4pp | 76.9%-0.5pp | 69.5%+6.9pp |
| Annual return | 19.26% | 23.53%-4.3pp | 34.88%-15.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,887 | $1,826+112.9% | $3,318+17.2% | $2,042+90.3% |
| Participant deferral / active EE | $5,428 | $4,639+17.0% | $5,288+2.7% | $3,169+71.3% |
| Admin fee / account holder | $9 | $337-97.3% | $5,943-99.8% | $479-98.1% |