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.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $45,239 |
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 | $52,072 | $55,790-6.7% | $76,817-32.2% | $67,579-22.9% |
| Participation rate | 89.4% | 71.1%+18.3pp | 72.1%+17.3pp | 71.3%+18.1pp |
| Annual return | 0.00% | 64.45%-64.5pp | 1166.11%-1166.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $2,633 | $1,810+45.4% | $2,302+14.4% | $2,148+22.6% |
| Participant deferral / active EE | $4,259 | $2,875+48.1% | $3,336+27.7% | $3,539+20.3% |
| Admin fee / account holder | $55 | $159-65.2% | $6,420-99.1% | $142-61.1% |