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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,120 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,075 | $123,793+229.6% | $177,821+129.5% | $79,858+411.0% |
| Participation rate | 96.7% | 84.7%+12.1pp | 87.7%+9.0pp | 69.6%+27.1pp |
| Annual return | 13.31% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $19,218 | $4,095+369.3% | $5,918+224.7% | $2,471+677.8% |
| Participant deferral / active EE | $22,176 | $5,956+272.3% | $7,714+187.5% | $3,740+492.9% |
| Admin fee / account holder | $21 | $7,243-99.7% | $12,427-99.8% | $5,306-99.6% |