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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,050 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,000 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,510 |
LAWRENCE R MITCHELL & CO CPAS1 year Service code 10 · EIN 20-0545687 | Accounting | $10,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,107 | $82,202-8.6% | $125,339-40.1% | $64,808+15.9% |
| Participation rate | 95.1% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -14.16% | 3.48%-17.6pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,219 | $3,615-38.6% | $4,814-53.9% | $2,506-11.4% |
| Participant deferral / active EE | $5,156 | $7,175-28.1% | $7,446-30.8% | $4,310+19.6% |
| Admin fee / account holder | $183 | $163+12.2% | $10,010-98.2% | $188-2.4% |