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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,666 | $100,041-33.4% | $149,718-55.5% | $70,131-4.9% |
| Participation rate | 74.7% | 83.6%-8.9pp | 87.1%-12.4pp | 69.5%+5.1pp |
| Annual return | 27.84% | 27.43%+0.4pp | 1501.63%-1473.8pp | 73.14%-45.3pp |
| Employer contribution / active EE | $6,526 | $3,662+78.2% | $5,445+19.8% | $2,342+178.6% |
| Participant deferral / active EE | $12,261 | $4,983+146.1% | $6,569+86.7% | $3,332+268.0% |
| Admin fee / account holder | $9 | $8,286-99.9% | $11,283-99.9% | $4,645-99.8% |