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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.
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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 Service code 15 · EIN 23-1945930 | Recordkeeping | $361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,882 | $94,529-14.4% | $140,016-42.2% | $64,186+26.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 87.5%-37.5pp | 69.6%-19.6pp |
| Annual return | -6.17% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,708 | $3,812-2.7% | $5,606-33.9% | $2,381+55.7% |
| Participant deferral / active EE | $5,824 | $5,250+10.9% | $6,927-15.9% | $3,470+67.8% |
| Admin fee / account holder | $4 | $6,741-99.9% | $10,705-100.0% | $4,888-99.9% |