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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,190 |
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 | $54,505 | $58,879-7.4% | $178,490-69.5% | $73,488-25.8% |
| Participation rate | 70.2% | 66.2%+4.0pp | 81.9%-11.7pp | 70.7%-0.5pp |
| Annual return | 13.84% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,377 | $2,236-38.4% | $5,011-72.5% | $2,270-39.3% |
| Participant deferral / active EE | $2,866 | $2,567+11.6% | $5,202-44.9% | $3,740-23.4% |
| Admin fee / account holder | $15 | $400-96.2% | $13,984-99.9% | $513-97.0% |