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) | $352,502 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,101 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $103,955 |
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 | $270,065 | $122,693+120.1% | $184,203+46.6% | $199,593+35.3% |
| Participation rate | 96.0% | 86.8%+9.2pp | 86.8%+9.2pp | 72.0%+24.1pp |
| Annual return | 12.87% | 143.91%-131.0pp | 28.81%-15.9pp | 34.25%-21.4pp |
| Employer contribution / active EE | $3,886 | $4,584-15.2% | $6,427-39.5% | $3,034+28.1% |
| Participant deferral / active EE | $9,122 | $7,990+14.2% | $9,131-0.1% | $5,087+79.3% |
| Admin fee / account holder | $203 | $121+68.6% | $13,901-98.5% | $269-24.4% |