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 6-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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,404 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $28,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,536 | $36,806-25.2% | $69,647-60.5% | $77,643-64.5% |
| Participation rate | 91.1% | 64.4%+26.7pp | 66.5%+24.6pp | 70.6%+20.5pp |
| Annual return | 14.03% | 38.81%-24.8pp | 100.48%-86.5pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,112 | $1,257-11.5% | $1,712-35.1% | $2,726-59.2% |
| Participant deferral / active EE | $3,890 | $2,738+42.1% | $2,886+34.8% | $4,647-16.3% |
| Admin fee / account holder | $117 | $507-76.9% | $4,713-97.5% | $430-72.8% |