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.1 year Service code 13 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Contract Administrator | $7,360 |
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 | $307,632 | $68,346+350.1% | $94,646+225.0% | $75,163+309.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 19.37% | 616.93%-597.6pp | 156.71%-137.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $10,576 | $2,701+291.6% | $3,672+188.0% | $2,670+296.1% |
| Participant deferral / active EE | $10,165 | $6,537+55.5% | $7,418+37.0% | $4,125+146.4% |
| Admin fee / account holder | $49 | $5,326-99.1% | $7,231-99.3% | $5,651-99.1% |