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 7-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.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $71,460 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,412 | $117,025-15.9% | $91,541+7.5% | $85,563+15.0% |
| Participation rate | 92.4% | 64.2%+28.2pp | 69.8%+22.6pp | 66.0%+26.4pp |
| Annual return | 17.33% | 18.02%-0.7pp | 20.50%-3.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $6,121 | $2,120+188.7% | $2,505+144.4% | $2,654+130.7% |
| Participant deferral / active EE | $11,264 | $3,446+226.9% | $4,008+181.1% | $4,375+157.4% |
| Admin fee / account holder | $110 | $1,242-91.2% | $6,956-98.4% | $834-86.8% |