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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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,380 | $119,446-53.6% | $150,045-63.1% | $85,563-35.3% |
| Participation rate | 59.1% | 75.4%-16.3pp | 82.3%-23.2pp | 66.0%-6.9pp |
| Annual return | 31.16% | 23.72%+7.4pp | 62.55%-31.4pp | 31.51%-0.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $9,940 | $7,985+24.5% | $7,997+24.3% | $4,375+127.2% |
| Admin fee / account holder | $25 | $548-95.5% | $13,435-99.8% | $834-97.0% |