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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.
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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 | $32,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,651 | $96,484+72.7% | $156,263+6.6% | $74,304+124.3% |
| Participation rate | 94.4% | 67.7%+26.8pp | 78.9%+15.5pp | 60.3%+34.1pp |
| Annual return | 14.84% | 17.73%-2.9pp | 59.47%-44.6pp | 29.43%-14.6pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,848 | $4,286+83.1% | $6,158+27.4% | $3,767+108.3% |
| Admin fee / account holder | $90 | $3,728-97.6% | $14,255-99.4% | $2,969-97.0% |