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 | $1,540 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,302 | $122,239+85.1% | $184,203+22.9% | $74,495+203.8% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.3pp | 67.2%+31.0pp |
| Annual return | 16.12% | 19.95%-3.8pp | 28.81%-12.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $10,178 | $4,537+124.3% | $6,427+58.4% | $2,623+288.0% |
| Participant deferral / active EE | $20,774 | $7,139+191.0% | $9,131+127.5% | $4,346+378.0% |
| Admin fee / account holder | $8 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |