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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,332 | $66,124-43.5% | $90,404-58.7% | $73,488-49.2% |
| Participation rate | 76.3% | 69.7%+6.6pp | 72.7%+3.6pp | 70.7%+5.6pp |
| Annual return | 136.54% | 17.65%+118.9pp | 1293.02%-1156.5pp | 28.51%+108.0pp |
| Employer contribution / active EE | $1,909 | $2,346-18.6% | $3,262-41.5% | $2,270-15.9% |
| Participant deferral / active EE | $6,947 | $3,039+128.6% | $3,963+75.3% | $3,740+85.8% |
| Admin fee / account holder | $52 | $396-86.9% | $5,611-99.1% | $513-89.9% |