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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 | $40,688 |
HAPANOWICZ & ASSOCIATES4 years Service code 27 · EIN 25-1839938 | Advisory (Plan) | $35,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,625 | $74,347+11.1% | $93,606-11.7% | $67,579+22.3% |
| Participation rate | 56.7% | 80.6%-23.9pp | 75.8%-19.2pp | 71.3%-14.6pp |
| Annual return | 21.32% | 28.07%-6.8pp | 32.76%-11.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,411 | $2,583-45.4% | $2,718-48.1% | $2,148-34.3% |
| Participant deferral / active EE | $2,853 | $4,060-29.7% | $4,069-29.9% | $3,539-19.4% |
| Admin fee / account holder | $178 | $123+45.4% | $7,888-97.7% | $142+25.4% |