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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,441 |
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 | $67,020 | $88,770-24.5% | $109,143-38.6% | $93,030-28.0% |
| Participation rate | 97.3% | 81.5%+15.8pp | 75.9%+21.4pp | 73.9%+23.4pp |
| Annual return | 14.51% | 60.64%-46.1pp | 25.75%-11.2pp | 158.70%-144.2pp |
| Employer contribution / active EE | $3,116 | $3,780-17.6% | $3,722-16.3% | $2,706+15.2% |
| Participant deferral / active EE | $4,478 | $3,630+23.4% | $4,653-3.8% | $4,562-1.9% |
| Admin fee / account holder | $9 | $172-95.0% | $6,752-99.9% | $152-94.3% |