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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $53,979 |
THE VANGUARD GROUP, INC.1+ years Service code 64 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,064 | $39,948+238.1% | $89,391+51.1% | $73,409+84.0% |
| Participation rate | 93.5% | 50.4%+43.1pp | 68.0%+25.5pp | 72.2%+21.3pp |
| Annual return | 14.21% | 50.12%-35.9pp | 245.62%-231.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,395 | $1,200+99.6% | $2,586-7.4% | $2,234+7.2% |
| Participant deferral / active EE | $3,904 | $2,193+78.0% | $3,890+0.4% | $3,805+2.6% |
| Admin fee / account holder | $210 | $134+56.5% | $4,881-95.7% | $158+33.1% |