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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,681 |
Service code 99 | Other Fees | $0 |
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 | $504,274 | $101,317+397.7% | $146,958+243.1% | $74,495+576.9% |
| Participation rate | 92.8% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 13.13% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $10,935 | $3,810+187.0% | $4,933+121.7% | $2,623+316.9% |
| Participant deferral / active EE | $9,275 | $7,303+27.0% | $8,070+14.9% | $4,346+113.4% |
| Admin fee / account holder | $226 | $1,739-87.0% | $12,998-98.3% | $1,942-88.3% |