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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,910 |
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 | $35,273 | $70,908-50.3% | $98,907-64.3% | $73,488-52.0% |
| Participation rate | 55.6% | 73.8%-18.2pp | 76.0%-20.5pp | 70.7%-15.1pp |
| Annual return | 16.67% | 34.17%-17.5pp | 196.43%-179.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,172 | $2,036-42.4% | $2,689-56.4% | $2,270-48.4% |
| Participant deferral / active EE | $2,093 | $3,500-40.2% | $4,244-50.7% | $3,740-44.0% |
| Admin fee / account holder | $111 | $535-79.2% | $6,642-98.3% | $513-78.3% |