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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $445,177 |
MERCER1 year Filed as: MERCER INVEST CONSULTING, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $65,000 |
MERCER1 year Filed as: MERCER INVESTINMENT CONSULTING, LLC Service code 16 · EIN 13-2834414 | Consulting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,612 | $95,776+131.4% | $162,163+36.7% | $77,787+184.9% |
| Participation rate | 97.9% | 88.6%+9.3pp | 87.6%+10.4pp | 73.2%+24.7pp |
| Annual return | 23.03% | 37.03%-14.0pp | 115.59%-92.6pp | 32.57%-9.5pp |
| Employer contribution / active EE | $6,389 | $3,874+64.9% | $5,614+13.8% | $2,504+155.1% |
| Participant deferral / active EE | $6,675 | $6,125+9.0% | $7,298-8.5% | $3,967+68.3% |
| Admin fee / account holder | $177 | $88+101.6% | $10,843-98.4% | $100+76.7% |