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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,801 |
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 | $274,123 | $117,025+134.2% | $91,541+199.5% | $85,563+220.4% |
| Participation rate | 98.1% | 64.2%+33.9pp | 69.8%+28.4pp | 66.0%+32.2pp |
| Annual return | 14.86% | 18.02%-3.2pp | 20.50%-5.6pp | 31.51%-16.7pp |
| Employer contribution / active EE | $3,989 | $2,120+88.1% | $2,505+59.3% | $2,654+50.3% |
| Participant deferral / active EE | $6,994 | $3,446+103.0% | $4,008+74.5% | $4,375+59.9% |
| Admin fee / account holder | $43 | $1,242-96.5% | $6,956-99.4% | $834-94.8% |