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 10-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 |
|---|---|---|
DP&C1 year Service code 10 · EIN 91-1503183 | Accounting | $11,770 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,183 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,079 | $52,953+134.3% | $172,739-28.2% | $65,185+90.4% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 19.14% | 30.12%-11.0pp | 802.84%-783.7pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,948 | $2,190+34.6% | $5,143-42.7% | $2,177+35.4% |
| Participant deferral / active EE | $3,075 | $2,471+24.5% | $5,198-40.8% | $3,514-12.5% |
| Admin fee / account holder | $102 | $472-78.4% | $13,954-99.3% | $847-88.0% |