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 9-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.3 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,469 |
TPA CORPORATION2 years Filed as: THE TPA EXPERTS Service code 49 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Other Services | $5,500 |
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 | $13,834 | $42,886-67.7% | $88,946-84.4% | $85,563-83.8% |
| Participation rate | 25.1% | 37.9%-12.8pp | 68.8%-43.7pp | 66.0%-40.8pp |
| Annual return | 16.77% | 44.56%-27.8pp | 57.82%-41.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $220 | $1,147-80.9% | $2,555-91.4% | $2,654-91.7% |
| Participant deferral / active EE | $760 | $2,108-64.0% | $4,581-83.4% | $4,375-82.6% |
| Admin fee / account holder | $108 | $2,263-95.2% | $8,261-98.7% | $834-87.1% |