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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.
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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 |
|---|---|---|
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,275 |
THE VANGUARD GROUP, INC.4 years Service code 13 · EIN 23-1945930 | Contract Administrator | $3,090 |
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 | $19,161 | $84,487-77.3% | $125,339-84.7% | $66,914-71.4% |
| Participation rate | 84.6% | 76.4%+8.2pp | 82.4%+2.2pp | 69.8%+14.8pp |
| Annual return | -16.41% | -8.39%-8.0pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,375 | $6,781+67.7% | $7,446+52.8% | $4,237+168.5% |
| Admin fee / account holder | $4 | $685-99.4% | $10,010-100.0% | $593-99.3% |