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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $73,544 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,432 | $56,503-5.4% | $70,092-23.8% | $64,808-17.6% |
| Participation rate | 95.5% | 70.5%+25.0pp | 70.5%+25.0pp | 71.5%+24.0pp |
| Annual return | -12.55% | -13.44%+0.9pp | 190.73%-203.3pp | 32.82%-45.4pp |
| Employer contribution / active EE | $3,335 | $2,046+63.0% | $2,559+30.3% | $2,506+33.1% |
| Participant deferral / active EE | $6,163 | $3,389+81.8% | $3,849+60.1% | $4,310+43.0% |
| Admin fee / account holder | $68 | $160-57.3% | $6,267-98.9% | $188-63.6% |