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 8-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 | $95,567 |
APRIO LLP2 years Filed as: APRIO WEALTH MANAGEMENT Service code 27 · EIN 58-2484343 | Advisory (Plan) | $55,374 |
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 | $42,788 | $87,621-51.2% | $86,436-50.5% | $77,904-45.1% |
| Participation rate | 85.8% | 85.8%0pp | 80.3%+5.5pp | 73.7%+12.2pp |
| Annual return | -11.60% | -13.90%+2.3pp | 4394.89%-4406.5pp | 12.21%-23.8pp |
| Employer contribution / active EE | $2,215 | $3,474-36.2% | $3,769-41.2% | $2,848-22.2% |
| Participant deferral / active EE | $8,814 | $8,645+2.0% | $6,952+26.8% | $4,806+83.4% |
| Admin fee / account holder | $110 | $85+30.1% | $6,731-98.4% | $133-16.9% |