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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150,916 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $39,294 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 26 · EIN 33-0818667 | Advisory (Participants) | $26,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,254 | $49,808+97.3% | $95,745+2.6% | $74,419+32.0% |
| Participation rate | 99.4% | 66.6%+32.8pp | 72.3%+27.1pp | 70.7%+28.7pp |
| Annual return | 19.39% | 24.91%-5.5pp | 28.35%-9.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $4,164 | $1,639+154.1% | $2,835+46.9% | $2,637+57.9% |
| Participant deferral / active EE | $14,098 | $3,739+277.0% | $4,245+232.2% | $4,528+211.4% |
| Admin fee / account holder | $199 | $311-35.9% | $5,678-96.5% | $348-42.7% |