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 Service code 15 · EIN 23-1945930 | Recordkeeping | $2,010 |
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 | $254,981 | $119,446+113.5% | $150,045+69.9% | $85,563+198.0% |
| Participation rate | 91.8% | 75.4%+16.3pp | 82.3%+9.4pp | 66.0%+25.8pp |
| Annual return | 17.22% | 23.72%-6.5pp | 62.55%-45.3pp | 31.51%-14.3pp |
| Employer contribution / active EE | $2,103 | $4,078-48.4% | $4,693-55.2% | $2,654-20.7% |
| Participant deferral / active EE | $10,310 | $7,985+29.1% | $7,997+28.9% | $4,375+135.6% |
| Admin fee / account holder | $5 | $548-99.1% | $13,435-100.0% | $834-99.4% |