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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $50,104 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,277 |
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 | $95,571 | $82,978+15.2% | $130,231-26.6% | $74,419+28.4% |
| Participation rate | 95.8% | 73.7%+22.1pp | 76.3%+19.5pp | 70.7%+25.0pp |
| Annual return | 17.61% | 123.05%-105.4pp | 38.77%-21.2pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,168 | $3,391-36.1% | $4,126-47.4% | $2,637-17.8% |
| Participant deferral / active EE | $5,732 | $5,370+6.7% | $6,799-15.7% | $4,528+26.6% |
| Admin fee / account holder | $82 | $354-76.8% | $6,020-98.6% | $348-76.4% |