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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,560 |
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 | $37,022 | $155,795-76.2% | $136,294-72.8% | $69,631-46.8% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 23.11% | 232464.33%-232441.2pp | 5155.94%-5132.8pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $4,407 | $2,991+47.4% | $4,695-6.1% | $2,032+116.9% |
| Participant deferral / active EE | $5,887 | $5,394+9.1% | $6,247-5.8% | $3,224+82.6% |
| Admin fee / account holder | $8 | $128-94.1% | $9,243-99.9% | $110-93.1% |