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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.
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,937 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $21,512 | $89,436-75.9% | $164,813-86.9% | $77,643-72.3% |
| Participation rate | 96.1% | 78.6%+17.5pp | 78.6%+17.5pp | 70.6%+25.5pp |
| Annual return | 13.93% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,048 | $2,569-20.3% | $4,341-52.8% | $2,726-24.9% |
| Participant deferral / active EE | $2,778 | $4,897-43.3% | $6,031-53.9% | $4,647-40.2% |
| Admin fee / account holder | $75 | $339-77.8% | $12,690-99.4% | $430-82.5% |