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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,024 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $35,093 | $106,028-66.9% | $146,958-76.1% | $77,643-54.8% |
| Participation rate | 85.3% | 78.4%+7.0pp | 82.2%+3.2pp | 70.6%+14.8pp |
| Annual return | 41.29% | 56.73%-15.4pp | 418.34%-377.0pp | 31.24%+10.1pp |
| Employer contribution / active EE | $3,349 | $4,063-17.6% | $4,933-32.1% | $2,726+22.9% |
| Participant deferral / active EE | $7,548 | $7,990-5.5% | $8,070-6.5% | $4,647+62.4% |
| Admin fee / account holder | $28 | $337-91.8% | $12,998-99.8% | $430-93.6% |