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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $570 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,397 | $78,781-61.4% | $100,516-69.8% | $73,409-58.6% |
| Participation rate | 81.4% | 80.0%+1.4pp | 79.4%+2.0pp | 72.2%+9.2pp |
| Annual return | 91.28% | 31.69%+59.6pp | 30.89%+60.4pp | 59.29%+32.0pp |
| Employer contribution / active EE | $3,773 | $2,420+55.9% | $3,418+10.4% | $2,234+68.9% |
| Participant deferral / active EE | $8,254 | $6,537+26.3% | $6,270+31.6% | $3,805+116.9% |
| Admin fee / account holder | $2 | $145-98.4% | $8,081-100.0% | $158-98.5% |