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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180,570 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $72,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,257 | $136,853-0.4% | $130,231+4.6% | $80,160+70.0% |
| Participation rate | 97.4% | 81.6%+15.7pp | 76.3%+21.1pp | 72.9%+24.4pp |
| Annual return | 18.34% | 22.66%-4.3pp | 38.77%-20.4pp | 40.38%-22.0pp |
| Employer contribution / active EE | $4,351 | $3,395+28.2% | $4,126+5.5% | $2,978+46.1% |
| Participant deferral / active EE | $9,176 | $5,856+56.7% | $6,799+35.0% | $5,017+82.9% |
| Admin fee / account holder | $89 | $184-51.9% | $6,020-98.5% | $145-38.9% |