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.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,115 |
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 | $347,296 | $61,156+467.9% | $185,823+86.9% | $79,386+337.5% |
| Participation rate | 99.2% | 66.6%+32.6pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 14.49% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $11,568 | $2,321+398.5% | $5,167+123.9% | $2,427+376.5% |
| Participant deferral / active EE | $9,465 | $2,789+239.4% | $5,568+70.0% | $4,046+134.0% |
| Admin fee / account holder | $52 | $710-92.7% | $16,237-99.7% | $626-91.8% |