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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.
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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 | $10,317 |
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 | $297,813 | $111,608+166.8% | $177,821+67.5% | $73,409+305.7% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 18.02% | 18.23%-0.2pp | 48.32%-30.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $8,939 | $3,796+135.5% | $5,918+51.0% | $2,234+300.2% |
| Participant deferral / active EE | $11,629 | $6,199+87.6% | $7,714+50.8% | $3,805+205.6% |
| Admin fee / account holder | $21 | $166-87.3% | $12,427-99.8% | $158-86.7% |