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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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,440 | $69,823+211.4% | $77,163+181.8% | $74,419+192.2% |
| Participation rate | 98.5% | 70.0%+28.5pp | 69.6%+28.9pp | 70.7%+27.8pp |
| Annual return | 16.99% | 19.98%-3.0pp | 37.87%-20.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $4,356 | $2,150+102.6% | $2,535+71.9% | $2,637+65.2% |
| Participant deferral / active EE | $7,416 | $3,558+108.5% | $3,833+93.5% | $4,528+63.8% |
| Admin fee / account holder | $42 | $398-89.4% | $5,472-99.2% | $348-87.9% |