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 Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $275,188 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $218,009 |
MERCER4 years Filed as: MERCER INVEST CONSULTING, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $64,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,689 | $95,918+115.5% | $151,611+36.3% | $77,904+165.3% |
| Participation rate | 97.0% | 88.7%+8.3pp | 87.5%+9.5pp | 73.7%+23.3pp |
| Annual return | -15.12% | -5.50%-9.6pp | 3.33%-18.4pp | 12.21%-27.3pp |
| Employer contribution / active EE | $4,013 | $4,330-7.3% | $6,166-34.9% | $2,848+40.9% |
| Participant deferral / active EE | $7,726 | $7,508+2.9% | $8,363-7.6% | $4,806+60.8% |
| Admin fee / account holder | $168 | $93+79.9% | $11,616-98.6% | $133+26.6% |