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 8-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 |
|---|---|---|
VINOBLE GROUP4 years Service code 26 · EIN 81-1452741 | Advisory (Participants) | $105,608 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,066 | $106,028-62.2% | $146,958-72.7% | $77,643-48.4% |
| Participation rate | 96.9% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 17.16% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $3,644 | $4,063-10.3% | $4,933-26.1% | $2,726+33.7% |
| Participant deferral / active EE | $6,556 | $7,990-18.0% | $8,070-18.8% | $4,647+41.1% |
| Admin fee / account holder | $324 | $337-4.1% | $12,998-97.5% | $430-24.8% |