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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,379 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,267 | $65,435+80.7% | $86,677+36.4% | $66,914+76.7% |
| Participation rate | 86.0% | 75.5%+10.6pp | 76.6%+9.4pp | 69.8%+16.2pp |
| Annual return | -17.58% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,351 | $2,153+55.6% | $2,836+18.1% | $2,544+31.7% |
| Participant deferral / active EE | $8,446 | $4,100+106.0% | $4,656+81.4% | $4,237+99.3% |
| Admin fee / account holder | $21 | $642-96.7% | $7,493-99.7% | $593-96.5% |