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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $210 |
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 | $433,624 | $176,811+145.2% | $146,958+195.1% | - |
| Participation rate | 98.0% | 76.9%+21.1pp | 82.2%+15.8pp | - |
| Annual return | 12.96% | 11.56%+1.4pp | 418.34%-405.4pp | - |
| Employer contribution / active EE | $7,752 | $3,294+135.4% | $4,933+57.1% | - |
| Participant deferral / active EE | $14,490 | $6,900+110.0% | $8,070+79.6% | - |
| Admin fee / account holder | $1 | $27,451-100.0% | $12,998-100.0% | - |