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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $23,802 |
HOWARD LLP1 year Service code 10 · EIN 20-2257536 | Accounting | $16,000 |
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 | $114,749 | $67,703+69.5% | $127,761-10.2% | $65,185+76.0% |
| Participation rate | 76.8% | 74.5%+2.3pp | 79.0%-2.2pp | 70.2%+6.6pp |
| Annual return | 22.85% | 24.36%-1.5pp | 26.14%-3.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,317 | $3,724-64.6% | $4,574-71.2% | $2,177-39.5% |
| Participant deferral / active EE | $6,870 | $4,787+43.5% | $6,021+14.1% | $3,514+95.5% |
| Admin fee / account holder | $204 | $618-67.0% | $9,395-97.8% | $847-75.9% |