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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,026 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,394 | $75,183+516.4% | $123,892+274.0% | $55,167+740.0% |
| Participation rate | 97.0% | 72.8%+24.2pp | 81.4%+15.6pp | 69.0%+28.0pp |
| Annual return | 8.24% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $9,330 | $2,823+230.4% | $4,617+102.1% | $1,963+375.4% |
| Participant deferral / active EE | $9,786 | $5,084+92.5% | $5,984+63.5% | $3,054+220.4% |
| Admin fee / account holder | $94 | $663-85.9% | $8,357-98.9% | $504-81.4% |