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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,331 |
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 | $194,005 | $88,122+120.2% | $141,162+37.4% | $67,579+187.1% |
| Participation rate | 97.8% | 76.5%+21.3pp | 82.5%+15.3pp | 71.3%+26.5pp |
| Annual return | 23.54% | 75.40%-51.9pp | 71.39%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $6,339 | $3,224+96.6% | $4,735+33.9% | $2,148+195.2% |
| Participant deferral / active EE | $8,493 | $5,958+42.6% | $6,709+26.6% | $3,539+140.0% |
| Admin fee / account holder | $7 | $131-94.4% | $10,261-99.9% | $142-94.8% |