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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $383,913 |
MERCER1 year Filed as: MERCER INVEST CONSULTING Service code 27 · EIN 23-1945930 | Advisory (Plan) | $48,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,096 | $82,546+126.7% | $140,016+33.6% | $75,289+148.5% |
| Participation rate | 98.3% | 88.4%+10.0pp | 87.5%+10.8pp | 72.4%+25.9pp |
| Annual return | -5.66% | -0.36%-5.3pp | 651.12%-656.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | $6,081 | $3,856+57.7% | $5,606+8.5% | $2,405+152.8% |
| Participant deferral / active EE | $6,278 | $5,731+9.5% | $6,927-9.4% | $3,739+67.9% |
| Admin fee / account holder | $148 | $86+73.1% | $10,705-98.6% | $102+45.1% |