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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,257 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,153 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $418,996 | $104,475+301.0% | $159,436+162.8% | $79,386+427.8% |
| Participation rate | 85.5% | 76.6%+8.9pp | 82.8%+2.7pp | 70.7%+14.8pp |
| Annual return | 10.90% | 67.95%-57.1pp | 263.57%-252.7pp | 116.85%-106.0pp |
| Employer contribution / active EE | $17,439 | $3,417+410.4% | $4,829+261.1% | $2,427+618.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $90 | $711-87.3% | $10,799-99.2% | $626-85.6% |