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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,975 |
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 | $98,386 | $39,245+150.7% | $64,105+53.5% | $52,331+88.0% |
| Participation rate | 99.6% | 58.2%+41.4pp | 68.2%+31.4pp | 68.1%+31.5pp |
| Annual return | 0.57% | 14.79%-14.2pp | 791.24%-790.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,113 | $736+187.1% | $1,820+16.1% | $1,882+12.3% |
| Participant deferral / active EE | $6,153 | $1,992+208.9% | $2,822+118.1% | $3,022+103.6% |
| Admin fee / account holder | $4 | $592-99.3% | $4,499-99.9% | $592-99.3% |