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 | $18,647 |
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 | $33,228 | $51,197-35.1% | $82,719-59.8% | $66,914-50.3% |
| Participation rate | 72.3% | 67.8%+4.5pp | 72.6%-0.2pp | 69.8%+2.5pp |
| Annual return | -17.01% | -9.64%-7.4pp | 701.18%-718.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,678 | $2,611+2.6% | $3,009-11.0% | $2,544+5.3% |
| Participant deferral / active EE | $7,911 | $3,458+128.8% | $4,395+80.0% | $4,237+86.7% |
| Admin fee / account holder | $79 | $416-80.9% | $5,329-98.5% | $593-86.6% |