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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.3+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $492,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,374 | $89,274+134.5% | $149,718+39.8% | $77,958+168.6% |
| Participation rate | 98.3% | 87.6%+10.7pp | 87.1%+11.3pp | 71.6%+26.7pp |
| Annual return | 14.74% | 20.36%-5.6pp | 1501.63%-1486.9pp | 20.87%-6.1pp |
| Employer contribution / active EE | $5,721 | $3,727+53.5% | $5,445+5.1% | $2,310+147.6% |
| Participant deferral / active EE | $5,974 | $5,382+11.0% | $6,569-9.1% | $3,537+68.9% |
| Admin fee / account holder | $171 | $240-28.8% | $11,283-98.5% | $97+75.4% |