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 7-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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,175 |
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 | $94,841 | $108,719-12.8% | $101,326-6.4% | $85,563+10.8% |
| Participation rate | 89.1% | 80.9%+8.2pp | 81.5%+7.6pp | 66.0%+23.2pp |
| Annual return | 24.67% | 20.95%+3.7pp | 36.82%-12.1pp | 31.51%-6.8pp |
| Employer contribution / active EE | $5,419 | $3,114+74.0% | $3,665+47.9% | $2,654+104.2% |
| Participant deferral / active EE | $13,785 | $8,545+61.3% | $7,994+72.4% | $4,375+215.1% |
| Admin fee / account holder | $8 | $685-98.8% | $11,185-99.9% | $834-99.0% |