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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.
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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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,523 | $58,926+7.8% | $97,226-34.7% | $74,495-14.7% |
| Participation rate | 94.1% | 63.5%+30.6pp | 72.7%+21.4pp | 67.2%+26.9pp |
| Annual return | 17.92% | 16.04%+1.9pp | 75.13%-57.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $6,932 | $1,894+266.0% | $2,729+154.0% | $2,623+164.3% |
| Participant deferral / active EE | $11,766 | $3,664+221.1% | $4,264+175.9% | $4,346+170.7% |
| Admin fee / account holder | $9 | $1,974-99.5% | $5,654-99.8% | $1,942-99.5% |