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 | $1,935 |
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 | $87,785 | $102,317-14.2% | $146,958-40.3% | $80,856+8.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.93% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,169 | $3,713+39.2% | $4,933+4.8% | $2,755+87.6% |
| Participant deferral / active EE | $14,924 | $6,644+124.6% | $8,070+84.9% | $4,296+247.4% |
| Admin fee / account holder | $12 | $7,941-99.9% | $12,998-99.9% | $6,918-99.8% |