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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,720 | $55,636-48.4% | $81,983-65.0% | $73,488-60.9% |
| Participation rate | 40.9% | 62.3%-21.4pp | 69.2%-28.3pp | 70.7%-29.7pp |
| Annual return | 16.78% | 19.07%-2.3pp | 41.31%-24.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $513 | $1,625-68.4% | $2,498-79.5% | $2,270-77.4% |
| Participant deferral / active EE | $1,612 | $2,762-41.7% | $3,722-56.7% | $3,740-56.9% |
| Admin fee / account holder | $117 | $493-76.3% | $5,664-97.9% | $513-77.2% |