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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 | $21,474 |
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 | $15,224 | $84,487-82.0% | $125,339-87.9% | $66,914-77.2% |
| Participation rate | 97.5% | 76.4%+21.1pp | 82.4%+15.2pp | 69.8%+27.7pp |
| Annual return | -17.98% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,061 | $3,553-13.8% | $4,814-36.4% | $2,544+20.3% |
| Participant deferral / active EE | $6,765 | $6,781-0.2% | $7,446-9.2% | $4,237+59.7% |
| Admin fee / account holder | $85 | $685-87.6% | $10,010-99.2% | $593-85.7% |