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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,405 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $22,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,632 | $28,956-49.5% | $71,735-79.6% | $64,808-77.4% |
| Participation rate | 88.3% | 65.2%+23.2pp | 62.3%+26.0pp | 71.5%+16.9pp |
| Annual return | -17.17% | -7.39%-9.8pp | 9.14%-26.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $919 | $1,159-20.7% | $1,704-46.1% | $2,506-63.3% |
| Participant deferral / active EE | $2,974 | $2,686+10.7% | $2,658+11.9% | $4,310-31.0% |
| Admin fee / account holder | $76 | $124-38.9% | $3,974-98.1% | $188-59.5% |