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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,505 |
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 | $68,526 | $89,588-23.5% | $136,007-49.6% | $77,643-11.7% |
| Participation rate | 97.0% | 74.3%+22.7pp | 76.5%+20.6pp | 70.6%+26.4pp |
| Annual return | 14.88% | 17.42%-2.5pp | 579.32%-564.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,390 | $3,491-2.9% | $4,217-19.6% | $2,726+24.3% |
| Participant deferral / active EE | $6,442 | $5,591+15.2% | $7,025-8.3% | $4,647+38.6% |
| Admin fee / account holder | $42 | $539-92.3% | $6,858-99.4% | $430-90.3% |