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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.
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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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $184,541 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,704 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,657 | $140,190-16.8% | $115,756+0.8% | $77,904+49.7% |
| Participation rate | 97.3% | 81.0%+16.3pp | 77.1%+20.2pp | 73.7%+23.6pp |
| Annual return | -17.79% | -13.46%-4.3pp | 143.14%-160.9pp | 12.21%-30.0pp |
| Employer contribution / active EE | $3,995 | $3,169+26.1% | $3,793+5.3% | $2,848+40.3% |
| Participant deferral / active EE | $8,870 | $5,401+64.2% | $6,254+41.8% | $4,806+84.6% |
| Admin fee / account holder | $88 | $138-36.1% | $8,124-98.9% | $133-33.2% |