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 4-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 | $12,443 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,990 | $50,199+91.2% | $70,092+36.9% | $66,914+43.5% |
| Participation rate | 99.0% | 66.3%+32.7pp | 70.5%+28.5pp | 69.8%+29.2pp |
| Annual return | -12.06% | -13.85%+1.8pp | 190.73%-202.8pp | 1.58%-13.6pp |
| Employer contribution / active EE | $6,893 | $1,864+269.8% | $2,559+169.4% | $2,544+170.9% |
| Participant deferral / active EE | $13,483 | $3,112+333.2% | $3,849+250.3% | $4,237+218.2% |
| Admin fee / account holder | $72 | $600-88.0% | $6,267-98.9% | $593-87.9% |