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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $18,512 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,273 | $64,286-15.6% | $90,951-40.3% | $73,409-26.1% |
| Participation rate | 29.1% | 63.6%-34.5pp | 69.0%-39.9pp | 72.2%-43.1pp |
| Annual return | 15.95% | 21.45%-5.5pp | 134.60%-118.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $872 | $895-2.5% | $2,122-58.9% | $2,234-61.0% |
| Participant deferral / active EE | $1,943 | $2,453-20.8% | $3,373-42.4% | $3,805-48.9% |
| Admin fee / account holder | $269 | $287-6.3% | $5,959-95.5% | $158+70.3% |