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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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,695 | $64,119+228.6% | $112,228+87.7% | $66,914+214.9% |
| Participation rate | 86.4% | 68.5%+18.0pp | 75.1%+11.4pp | 69.8%+16.6pp |
| Annual return | -18.25% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,838 | $3,005-5.6% | $3,635-21.9% | $2,544+11.5% |
| Participant deferral / active EE | $11,372 | $3,693+207.9% | $4,728+140.5% | $4,237+168.4% |
| Admin fee / account holder | $109 | $625-82.6% | $6,410-98.3% | $593-81.7% |