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 | $6,008 |
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 | $90,953 | $102,317-11.1% | $146,958-38.1% | $80,856+12.5% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 15.91% | 134.76%-118.9pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,080 | $3,713+9.9% | $4,933-17.3% | $2,755+48.1% |
| Participant deferral / active EE | $7,921 | $6,644+19.2% | $8,070-1.8% | $4,296+84.4% |
| Admin fee / account holder | $45 | $7,941-99.4% | $12,998-99.7% | $6,918-99.4% |