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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,895 | $61,473+218.7% | $81,930+139.1% | $73,409+166.9% |
| Participation rate | 98.7% | 72.4%+26.3pp | 72.0%+26.7pp | 72.2%+26.5pp |
| Annual return | 12.16% | 28.26%-16.1pp | 29.49%-17.3pp | 59.29%-47.1pp |
| Employer contribution / active EE | $3,371 | $1,898+77.6% | $4,310-21.8% | $2,234+50.9% |
| Participant deferral / active EE | $6,061 | $3,080+96.8% | $7,107-14.7% | $3,805+59.3% |
| Admin fee / account holder | $33 | $125-74.0% | $5,158-99.4% | $158-79.4% |