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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,883 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $13,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,259 | $64,871+48.4% | $129,110-25.4% | $66,914+43.9% |
| Participation rate | 79.4% | 74.0%+5.5pp | 77.3%+2.2pp | 69.8%+9.6pp |
| Annual return | -16.05% | -12.21%-3.8pp | -10.94%-5.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,912 | $3,741-48.9% | $5,052-62.1% | $2,544-24.8% |
| Participant deferral / active EE | $7,832 | $5,090+53.9% | $6,542+19.7% | $4,237+84.8% |
| Admin fee / account holder | $188 | $629-70.0% | $14,302-98.7% | $593-68.2% |