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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,103 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,678 |
VERUS2 years Service code 16 · EIN 91-1320111 | Consulting | $5,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,040 | $34,677+275.0% | $77,024+68.8% | $64,808+100.7% |
| Participation rate | 90.9% | 49.8%+41.0pp | 67.9%+23.0pp | 71.5%+19.4pp |
| Annual return | -15.44% | -5.33%-10.1pp | 42.32%-57.8pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,613 | $1,370+90.8% | $2,812-7.1% | $2,506+4.3% |
| Participant deferral / active EE | $4,141 | $2,556+62.0% | $4,426-6.5% | $4,310-3.9% |
| Admin fee / account holder | $204 | $179+14.2% | $5,425-96.2% | $188+8.5% |