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.
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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.11+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $121,650 |
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 | $271,013 | $71,964+276.6% | $167,512+61.8% | $85,563+216.7% |
| Participation rate | 94.5% | 61.0%+33.5pp | 77.1%+17.4pp | 66.0%+28.5pp |
| Annual return | 18.34% | 18.83%-0.5pp | 1615.79%-1597.5pp | 31.51%-13.2pp |
| Employer contribution / active EE | $8,829 | $1,875+371.0% | $3,882+127.5% | $2,654+232.7% |
| Participant deferral / active EE | $12,754 | $4,110+210.4% | $6,405+99.1% | $4,375+191.5% |
| Admin fee / account holder | $130 | $815-84.1% | $9,769-98.7% | $834-84.5% |