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 6-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,477 |
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 | $43,386 | $87,125-50.2% | $108,410-60.0% | $86,799-50.0% |
| Participation rate | 76.8% | 80.5%-3.7pp | 80.1%-3.3pp | 72.3%+4.5pp |
| Annual return | 26.49% | 25.21%+1.3pp | 905.27%-878.8pp | 97.91%-71.4pp |
| Employer contribution / active EE | $3,138 | $2,477+26.7% | $3,558-11.8% | $2,405+30.4% |
| Participant deferral / active EE | $9,685 | $6,944+39.5% | $6,563+47.6% | $4,131+134.5% |
| Admin fee / account holder | $5 | $130-95.8% | $7,295-99.9% | $170-96.8% |