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.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,720 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,491 | $56,423+102.9% | $77,163+48.4% | $71,457+60.2% |
| Participation rate | 99.6% | 64.3%+35.3pp | 69.6%+30.0pp | 67.9%+31.7pp |
| Annual return | 27.63% | 19.05%+8.6pp | 37.87%-10.2pp | 28.85%-1.2pp |
| Employer contribution / active EE | $7,217 | $1,866+286.8% | $2,535+184.7% | $2,588+178.9% |
| Participant deferral / active EE | $14,206 | $3,142+352.2% | $3,833+270.6% | $4,289+231.2% |
| Admin fee / account holder | $63 | $1,429-95.6% | $5,472-98.9% | $1,587-96.1% |