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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 | $27,502 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $263,525 | $92,055+186.3% | $106,213+148.1% | $77,643+239.4% |
| Participation rate | 98.9% | 81.0%+17.9pp | 75.3%+23.6pp | 70.6%+28.4pp |
| Annual return | 11.89% | 17.91%-6.0pp | 116.14%-104.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $6,443 | $3,367+91.3% | $3,171+103.1% | $2,726+136.4% |
| Participant deferral / active EE | $8,154 | $5,386+51.4% | $5,016+62.6% | $4,647+75.5% |
| Admin fee / account holder | $76 | $219-65.2% | $11,033-99.3% | $430-82.3% |