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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.
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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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,051 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,166 | $84,948+28.5% | $70,449+55.0% | $73,409+48.7% |
| Participation rate | 57.6% | 79.9%-22.3pp | 75.1%-17.4pp | 72.2%-14.5pp |
| Annual return | 16.21% | 13.39%+2.8pp | 109.03%-92.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $400 | $2,834-85.9% | $2,737-85.4% | $2,234-82.1% |
| Participant deferral / active EE | $4,392 | $3,387+29.7% | $3,709+18.4% | $3,805+15.4% |
| Admin fee / account holder | $8 | $98-91.4% | $3,845-99.8% | $158-94.7% |