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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $23,175 |
HOWARD LLP2+ years Filed as: HOWARD, LLP Service code 10 · EIN 20-2257536 | Accounting | $6,704 |
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 | $93,292 | $61,616+51.4% | $105,722-11.8% | $55,167+69.1% |
| Participation rate | 81.6% | 72.9%+8.6pp | 78.9%+2.6pp | 69.0%+12.6pp |
| Annual return | 9.75% | 11.15%-1.4pp | 12.25%-2.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,845 | $3,043-39.3% | $4,079-54.8% | $1,963-6.0% |
| Participant deferral / active EE | $6,613 | $4,213+57.0% | $5,326+24.2% | $3,054+116.5% |
| Admin fee / account holder | $159 | $379-58.1% | $8,308-98.1% | $504-68.5% |