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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,527 | $69,763+12.6% | $67,502+16.3% | $74,495+5.4% |
| Participation rate | 77.9% | 71.4%+6.6pp | 72.9%+5.1pp | 67.2%+10.7pp |
| Annual return | 26.82% | -40.34%+67.2pp | 3512.12%-3485.3pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $3,374 | $2,704+24.8% | $2,731+23.5% | $2,623+28.6% |
| Participant deferral / active EE | $7,678 | $3,636+111.2% | $4,000+92.0% | $4,346+76.7% |
| Admin fee / account holder | $21 | $896-97.6% | $3,998-99.5% | $1,942-98.9% |