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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,456 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $48,750 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,630 | $59,054+109.3% | $97,226+27.2% | $77,643+59.2% |
| Participation rate | 98.7% | 67.9%+30.9pp | 72.7%+26.1pp | 70.6%+28.2pp |
| Annual return | 14.06% | 16.96%-2.9pp | 75.13%-61.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,756 | $1,742+115.6% | $2,729+37.6% | $2,726+37.8% |
| Participant deferral / active EE | $18,299 | $3,930+365.7% | $4,264+329.2% | $4,647+293.8% |
| Admin fee / account holder | $184 | $346-46.8% | $5,654-96.7% | $430-57.2% |