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 7-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $97,995 |
RVK, INC.3 years Filed as: R V KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $22,117 |
DELAP LLP4+ years Service code 16 · EIN 93-0418710 | Consulting | $17,250 |
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 | $327,474 | $86,225+279.8% | $146,665+123.3% | $86,799+277.3% |
| Participation rate | 98.5% | 78.0%+20.6pp | 80.1%+18.5pp | 72.3%+26.3pp |
| Annual return | 13.38% | 31.23%-17.8pp | 22.74%-9.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $6,549 | $2,392+173.8% | $4,136+58.3% | $2,405+172.3% |
| Participant deferral / active EE | $15,501 | $4,245+265.2% | $5,506+181.5% | $4,131+275.2% |
| Admin fee / account holder | $212 | $195+8.6% | $10,280-97.9% | $170+25.1% |