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.2 years Filed as: VANGUARD Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $6,130 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 25 · EIN 13-3623351 | Directed Trustee | $188 |
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 | $46,920 | $42,894+9.4% | $60,874-22.9% | $68,494-31.5% |
| Participation rate | 76.7% | 66.8%+10.0pp | 73.1%+3.6pp | 67.9%+8.9pp |
| Annual return | -11.50% | -13.98%+2.5pp | 16.90%-28.4pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,579 | $1,978-20.2% | $2,701-41.6% | $2,596-39.2% |
| Participant deferral / active EE | $3,046 | $2,867+6.3% | $3,817-20.2% | $4,027-24.4% |
| Admin fee / account holder | $45 | $3,101-98.6% | $3,224-98.6% | $5,403-99.2% |