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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,291 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,272 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $267,853 | $86,897+208.2% | $151,611+76.7% | $64,808+313.3% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.5%+11.9pp | 71.5%+27.9pp |
| Annual return | -17.42% | -3.57%-13.9pp | 3.33%-20.7pp | 32.82%-50.2pp |
| Employer contribution / active EE | $9,171 | $4,010+128.7% | $6,166+48.7% | $2,506+266.0% |
| Participant deferral / active EE | $11,919 | $6,690+78.2% | $8,363+42.5% | $4,310+176.5% |
| Admin fee / account holder | $156 | $153+2.0% | $11,616-98.7% | $188-16.9% |