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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 | $8,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,342 | $45,031-70.4% | $84,966-84.3% | $77,643-82.8% |
| Participation rate | 24.5% | 48.7%-24.2pp | 67.5%-43.0pp | 70.6%-46.1pp |
| Annual return | 19.40% | 79.22%-59.8pp | 66.38%-47.0pp | 31.24%-11.8pp |
| Employer contribution / active EE | $659 | $1,609-59.0% | $2,727-75.8% | $2,726-75.8% |
| Participant deferral / active EE | $1,020 | $2,807-63.7% | $4,519-77.4% | $4,647-78.1% |
| Admin fee / account holder | $39 | $912-95.8% | $6,149-99.4% | $430-91.0% |