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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,244 |
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 | $355,851 | $76,000+368.2% | $154,107+130.9% | $64,186+454.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.71% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $21,658 | $3,351+546.3% | $5,298+308.8% | $2,381+809.7% |
| Participant deferral / active EE | $13,506 | $3,175+325.4% | $5,081+165.8% | $3,470+289.3% |
| Admin fee / account holder | $40 | $5,596-99.3% | $13,411-99.7% | $4,888-99.2% |