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 | $225 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,671 | $66,813+20.7% | $100,516-19.7% | $73,488+9.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.89%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,356 | $2,147-36.8% | $3,418-60.3% | $2,270-40.2% |
| Participant deferral / active EE | $4,285 | $5,883-27.2% | $6,270-31.7% | $3,740+14.6% |
| Admin fee / account holder | $2 | $512-99.7% | $8,081-100.0% | $513-99.7% |