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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,940 |
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 | $446,400 | $91,190+389.5% | $178,490+150.1% | $79,858+459.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.20% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $24,429 | $3,256+650.3% | $5,011+387.6% | $2,471+888.7% |
| Participant deferral / active EE | $15,362 | $3,236+374.7% | $5,202+195.3% | $3,740+310.8% |
| Admin fee / account holder | $52 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |