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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.
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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 | $22,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,164 | $52,208-17.3% | $86,612-50.2% | $74,419-42.0% |
| Participation rate | 67.1% | 66.3%+0.7pp | 71.7%-4.6pp | 70.7%-3.7pp |
| Annual return | 23.87% | 44.46%-20.6pp | 591.07%-567.2pp | 34.38%-10.5pp |
| Employer contribution / active EE | $3,615 | $2,282+58.4% | $3,022+19.6% | $2,637+37.1% |
| Participant deferral / active EE | $7,138 | $3,383+111.0% | $4,438+60.9% | $4,528+57.6% |
| Admin fee / account holder | $81 | $319-74.4% | $5,614-98.5% | $348-76.6% |