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 8-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.8+ years Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-2186884 PO BOX 2600 · VALLEY FORGE, PA 19482 | Contract Administrator; Claims proces... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,028 | $104,919-13.2% | $116,228-21.7% | $85,563+6.4% |
| Participation rate | 95.9% | 78.6%+17.2pp | 74.6%+21.3pp | 66.0%+29.9pp |
| Annual return | 14.60% | 15.38%-0.8pp | 90.06%-75.5pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,391 | $3,485-60.1% | $2,994-53.6% | $2,654-47.6% |
| Participant deferral / active EE | $3,427 | $5,306-35.4% | $4,953-30.8% | $4,375-21.7% |
| Admin fee / account holder | $82 | $429-80.9% | $11,989-99.3% | $834-90.2% |