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 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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,459 |
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 | $10,924 | $72,254-84.9% | $86,677-87.4% | $64,808-83.1% |
| Participation rate | 94.5% | 80.4%+14.1pp | 76.6%+17.9pp | 71.5%+23.0pp |
| Annual return | 4.95% | 392.42%-387.5pp | 35.91%-31.0pp | 32.82%-27.9pp |
| Employer contribution / active EE | $1,666 | $2,393-30.4% | $2,836-41.3% | $2,506-33.5% |
| Participant deferral / active EE | $2,430 | $4,658-47.8% | $4,656-47.8% | $4,310-43.6% |
| Admin fee / account holder | $20 | $174-88.6% | $7,493-99.7% | $188-89.4% |