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.2 years Service code 13 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Contract Administrator | $7,645 |
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 | $353,492 | $77,503+356.1% | $100,391+252.1% | $80,856+337.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.25% | 37.20%-22.9pp | 49.20%-35.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $10,553 | $2,801+276.8% | $3,942+167.7% | $2,755+283.1% |
| Participant deferral / active EE | $10,606 | $6,820+55.5% | $8,082+31.2% | $4,296+146.9% |
| Admin fee / account holder | $51 | $5,897-99.1% | $7,899-99.4% | $6,918-99.3% |