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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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,674 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,103 |
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 | $306,462 | $100,227+205.8% | $169,993+80.3% | $74,419+311.8% |
| Participation rate | 99.1% | 87.3%+11.8pp | 87.0%+12.1pp | 70.7%+28.4pp |
| Annual return | 18.62% | 66.08%-47.5pp | 53.37%-34.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $10,262 | $4,263+140.7% | $6,785+51.2% | $2,637+289.1% |
| Participant deferral / active EE | $13,031 | $7,143+82.4% | $10,408+25.2% | $4,528+187.8% |
| Admin fee / account holder | $204 | $234-13.2% | $12,815-98.4% | $348-41.5% |