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 5-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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,660 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE, LLP Service code 10 · EIN 95-2036255 | Accounting | $14,501 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,530 |
DAVIS WRIGHT TREMAINE1 year Service code 29 · EIN 91-0839480 | Legal | $6,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,553 | $45,031+281.0% | $84,966+101.9% | $77,643+121.0% |
| Participation rate | 91.8% | 48.7%+43.2pp | 67.5%+24.3pp | 70.6%+21.3pp |
| Annual return | 12.87% | 79.22%-66.3pp | 66.38%-53.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,962 | $1,609+84.1% | $2,727+8.6% | $2,726+8.7% |
| Participant deferral / active EE | $4,590 | $2,807+63.5% | $4,519+1.6% | $4,647-1.2% |
| Admin fee / account holder | $268 | $912-70.6% | $6,149-95.6% | $430-37.8% |