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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,237 |
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 | $54,902 | $65,908-16.7% | $81,812-32.9% | $77,643-29.3% |
| Participation rate | 72.8% | 65.8%+7.0pp | 72.3%+0.5pp | 70.6%+2.2pp |
| Annual return | 31.46% | 26.64%+4.8pp | 773.79%-742.3pp | 31.24%+0.2pp |
| Employer contribution / active EE | $4,460 | $2,370+88.1% | $2,912+53.1% | $2,726+63.6% |
| Participant deferral / active EE | $8,416 | $3,505+140.1% | $4,319+94.9% | $4,647+81.1% |
| Admin fee / account holder | $40 | $526-92.3% | $7,386-99.5% | $430-90.6% |