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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,950 | $89,739-6.5% | $149,718-43.9% | $62,292+34.8% |
| Participation rate | 42.7% | 85.1%-42.4pp | 87.1%-44.4pp | 69.5%-26.8pp |
| Annual return | 20.87% | 21.01%-0.1pp | 1501.63%-1480.8pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,378 | $3,233-57.4% | $5,445-74.7% | $2,042-32.5% |
| Participant deferral / active EE | $2,659 | $4,797-44.6% | $6,569-59.5% | $3,169-16.1% |
| Admin fee / account holder | $5 | $551-99.0% | $11,283-100.0% | $479-98.9% |