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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,844 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,840 | $47,126+24.9% | $149,673-60.7% | $74,419-20.9% |
| Participation rate | 94.4% | 63.4%+31.0pp | 78.8%+15.6pp | 70.7%+23.7pp |
| Annual return | -5.96% | 22.75%-28.7pp | 134.42%-140.4pp | 34.38%-40.3pp |
| Employer contribution / active EE | $3,567 | $1,905+87.2% | $4,818-26.0% | $2,637+35.2% |
| Participant deferral / active EE | $6,345 | $2,728+132.6% | $5,680+11.7% | $4,528+40.1% |
| Admin fee / account holder | $89 | $343-74.0% | $13,210-99.3% | $348-74.4% |