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 | $14,870 |
HYAS GROUP, LLC2 years Filed as: HYAS GROUP Service code 10 108 NW 9TH AVE · PORTLAND, OR 97209 | Accounting | $10,000 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,154 | $98,750-18.8% | $149,696-46.5% | $79,858+0.4% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 13.44% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,114 | $3,216+27.9% | $4,644-11.4% | $2,471+66.5% |
| Participant deferral / active EE | $5,337 | $5,680-6.0% | $6,842-22.0% | $3,740+42.7% |
| Admin fee / account holder | $162 | $6,053-97.3% | $9,309-98.3% | $5,306-97.0% |