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 Service code 15 · EIN 23-1945930 | Recordkeeping | $775 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,041 | $45,073-77.7% | $69,455-85.5% | $72,985-86.2% |
| Participation rate | 94.1% | 68.5%+25.6pp | 74.6%+19.5pp | 69.5%+24.6pp |
| Annual return | 24.62% | 22.65%+2.0pp | 28.97%-4.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,818 | $2,054-11.5% | $2,779-34.6% | $2,440-25.5% |
| Participant deferral / active EE | $2,883 | $2,602+10.8% | $3,535-18.5% | $3,607-20.1% |
| Admin fee / account holder | $5 | $3,056-99.8% | $3,839-99.9% | $5,124-99.9% |