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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,191 | $66,457+258.4% | $81,382+192.7% | $77,643+206.8% |
| Participation rate | 98.6% | 68.7%+29.8pp | 69.5%+29.1pp | 70.6%+28.0pp |
| Annual return | 14.33% | 15.93%-1.6pp | 24.73%-10.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,170 | $2,159+93.1% | $2,463+69.3% | $2,726+53.0% |
| Participant deferral / active EE | $7,176 | $3,679+95.0% | $3,883+84.8% | $4,647+54.4% |
| Admin fee / account holder | $41 | $583-92.9% | $5,768-99.3% | $430-90.4% |