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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,360 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,733 | $64,612-46.2% | $86,436-59.8% | $64,808-46.4% |
| Participation rate | 81.5% | 81.5%0pp | 80.3%+1.2pp | 71.5%+10.0pp |
| Annual return | -15.21% | 0.66%-15.9pp | 4394.89%-4410.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,300 | $2,744+56.7% | $3,769+14.1% | $2,506+71.6% |
| Participant deferral / active EE | $9,652 | $7,497+28.7% | $6,952+38.8% | $4,310+123.9% |
| Admin fee / account holder | $5 | $169-97.2% | $6,731-99.9% | $188-97.5% |