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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,443 | $50,815-65.7% | $155,509-88.8% | $77,643-77.5% |
| Participation rate | 57.5% | 63.1%-5.6pp | 78.2%-20.7pp | 70.6%-13.1pp |
| Annual return | 23.20% | 34.80%-11.6pp | 64.67%-41.5pp | 31.24%-8.0pp |
| Employer contribution / active EE | $833 | $1,993-58.2% | $4,672-82.2% | $2,726-69.5% |
| Participant deferral / active EE | $1,692 | $2,822-40.0% | $5,626-69.9% | $4,647-63.6% |
| Admin fee / account holder | $19 | $437-95.8% | $15,912-99.9% | $430-95.7% |