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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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,230 | $45,000-57.3% | $143,757-86.6% | $77,904-75.3% |
| Participation rate | 38.4% | 66.8%-28.4pp | 80.3%-41.9pp | 73.7%-35.3pp |
| Annual return | 14.28% | 29.03%-14.7pp | -0.04%+14.3pp | 12.21%+2.1pp |
| Employer contribution / active EE | $574 | $1,870-69.3% | $4,951-88.4% | $2,848-79.8% |
| Participant deferral / active EE | $2,908 | $3,157-7.9% | $5,637-48.4% | $4,806-39.5% |
| Admin fee / account holder | $4 | $98-95.4% | $14,673-100.0% | $133-96.6% |