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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,523 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,961 | $101,317+364.8% | $146,958+220.5% | $74,495+532.2% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 13.77% | 8730.91%-8717.1pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $15,106 | $3,810+296.5% | $4,933+206.2% | $2,623+475.9% |
| Participant deferral / active EE | $9,955 | $7,303+36.3% | $8,070+23.4% | $4,346+129.1% |
| Admin fee / account holder | $105 | $1,739-94.0% | $12,998-99.2% | $1,942-94.6% |