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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,063 |
HYAS GROUP, LLC4 years Filed as: HYAS GROUP Service code 50 9755 SW BARNES ROAD · PORTLAND, OR 97225 | Direct Payment | $10,000 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,044 | $82,664-5.6% | $125,339-37.7% | $68,494+13.9% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,531 | $3,381+34.0% | $4,814-5.9% | $2,596+74.5% |
| Participant deferral / active EE | $6,594 | $6,110+7.9% | $7,446-11.5% | $4,027+63.7% |
| Admin fee / account holder | $167 | $6,275-97.3% | $10,010-98.3% | $5,403-96.9% |