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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,373 |
Employer contribution per participant 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 | $26,745 | $56,503-52.7% | $70,092-61.8% | $64,808-58.7% |
| Participation rate | 91.9% | 70.5%+21.4pp | 70.5%+21.4pp | 71.5%+20.4pp |
| Annual return | -15.52% | -13.44%-2.1pp | 190.73%-206.3pp | 32.82%-48.3pp |
| Employer contribution / active EE | $459 | $2,046-77.6% | $2,559-82.1% | $2,506-81.7% |
| Participant deferral / active EE | $2,945 | $3,389-13.1% | $3,849-23.5% | $4,310-31.7% |
| Admin fee / account holder | $43 | $160-73.4% | $6,267-99.3% | $188-77.3% |