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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,210 |
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 | $187,703 | $55,790+236.4% | $76,817+144.4% | $67,579+177.8% |
| Participation rate | 95.8% | 71.1%+24.7pp | 72.1%+23.7pp | 71.3%+24.5pp |
| Annual return | 20.30% | 64.45%-44.2pp | 1166.11%-1145.8pp | 378.56%-358.3pp |
| Employer contribution / active EE | $3,172 | $1,810+75.3% | $2,302+37.8% | $2,148+47.7% |
| Participant deferral / active EE | $6,121 | $2,875+112.9% | $3,336+83.5% | $3,539+73.0% |
| Admin fee / account holder | $34 | $159-78.7% | $6,420-99.5% | $142-76.2% |