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.2 years Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $2,000 |
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 | $285,598 | $61,156+367.0% | $185,823+53.7% | $79,386+259.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.32% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $9,941 | $2,321+328.4% | $5,167+92.4% | $2,427+309.5% |
| Participant deferral / active EE | $8,098 | $2,789+190.4% | $5,568+45.4% | $4,046+100.2% |
| Admin fee / account holder | $13 | $710-98.1% | $16,237-99.9% | $626-97.9% |