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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,725 |
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 | $115,450 | $71,516+61.4% | $98,439+17.3% | $71,457+61.6% |
| Participation rate | 95.2% | 72.7%+22.5pp | 75.2%+20.0pp | 67.9%+27.3pp |
| Annual return | 17.46% | 32.41%-15.0pp | 21.16%-3.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $4,247 | $2,399+77.0% | $3,048+39.3% | $2,588+64.1% |
| Participant deferral / active EE | $12,522 | $4,109+204.8% | $4,738+164.3% | $4,289+192.0% |
| Admin fee / account holder | $8 | $1,675-99.5% | $8,948-99.9% | $1,587-99.5% |