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 | $11,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,610 | $83,884-64.7% | $64,056-53.8% | $74,419-60.2% |
| Participation rate | 86.3% | 76.6%+9.7pp | 72.3%+14.0pp | 70.7%+15.6pp |
| Annual return | 48.38% | 16.57%+31.8pp | 33.69%+14.7pp | 34.38%+14.0pp |
| Employer contribution / active EE | $1,295 | $3,084-58.0% | $2,747-52.8% | $2,637-50.9% |
| Participant deferral / active EE | $2,737 | $3,692-25.9% | $3,880-29.5% | $4,528-39.6% |
| Admin fee / account holder | $13 | $196-93.4% | $3,068-99.6% | $348-96.3% |