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 | $2,040 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,117 | $52,953-18.6% | $172,739-75.0% | $65,185-33.9% |
| Participation rate | 71.4% | 66.2%+5.2pp | 82.6%-11.2pp | 70.2%+1.2pp |
| Annual return | 20.39% | 30.12%-9.7pp | 802.84%-782.5pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,173 | $2,190-46.4% | $5,143-77.2% | $2,177-46.1% |
| Participant deferral / active EE | $2,395 | $2,471-3.0% | $5,198-53.9% | $3,514-31.8% |
| Admin fee / account holder | $14 | $472-97.1% | $13,954-99.9% | $847-98.4% |