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.5 years Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $2,712 |
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 | $291,113 | $55,415+425.3% | $155,509+87.2% | $74,495+290.8% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 14.31% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $12,063 | $2,267+432.1% | $4,672+158.2% | $2,623+359.9% |
| Participant deferral / active EE | $10,188 | $2,836+259.2% | $5,626+81.1% | $4,346+134.4% |
| Admin fee / account holder | $27 | $1,738-98.4% | $15,912-99.8% | $1,942-98.6% |