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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,069 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,568 | $89,652+288.8% | $141,162+146.9% | $65,185+434.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.35% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $26,118 | $3,065+752.2% | $4,735+451.6% | $2,177+1099.9% |
| Participant deferral / active EE | $5,792 | $5,691+1.8% | $6,709-13.7% | $3,514+64.8% |
| Admin fee / account holder | $71 | $569-87.5% | $10,261-99.3% | $847-91.6% |