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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,920 |
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 | $148,952 | $50,106+197.3% | $70,014+112.7% | $57,658+158.3% |
| Participation rate | 98.1% | 70.9%+27.2pp | 71.8%+26.2pp | 70.2%+27.8pp |
| Annual return | 8.58% | 14.58%-6.0pp | 12.99%-4.4pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,824 | $1,739+62.3% | $2,338+20.8% | $1,974+43.1% |
| Participant deferral / active EE | $5,003 | $2,486+101.3% | $2,931+70.7% | $3,061+63.5% |
| Admin fee / account holder | $29 | $89-68.0% | $4,380-99.3% | $95-69.8% |