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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,767 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,726 | $79,171-67.5% | $102,423-74.9% | $74,495-65.5% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 14.94% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,150 | $2,362-51.3% | $3,023-62.0% | $2,623-56.2% |
| Participant deferral / active EE | $3,732 | $4,415-15.5% | $5,053-26.2% | $4,346-14.1% |
| Admin fee / account holder | $82 | $2,001-95.9% | $9,451-99.1% | $1,942-95.8% |