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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 |
|---|---|---|
Service code 10 · EIN 77-0573994 | Accounting | $21,681 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,989 |
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 | $1,014,852 | $100,923+905.6% | $150,045+576.4% | $74,304+1265.8% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 16.25% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $21,498 | $3,463+520.7% | $4,693+358.1% | $2,241+859.2% |
| Participant deferral / active EE | $18,542 | $6,709+176.4% | $7,997+131.9% | $3,767+392.2% |
| Admin fee / account holder | $179 | $2,767-93.5% | $13,435-98.7% | $2,969-94.0% |