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 | $14,229 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,399 | $91,762-64.7% | $67,502-52.0% | $77,643-58.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.9%+16.0pp | 70.6%+18.3pp |
| Annual return | 14.86% | 14.87%0pp | 3512.12%-3497.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,466 | $3,181-53.9% | $2,731-46.3% | $2,726-46.2% |
| Participant deferral / active EE | $3,057 | $3,903-21.7% | $4,000-23.6% | $4,647-34.2% |
| Admin fee / account holder | $12 | $176-93.0% | $3,998-99.7% | $430-97.1% |